See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,790 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 95.8% | 80.0%+15.9pp | 76.1%+19.7pp | 82.6%+13.2pp |
| Annual return | -6.63% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,595 | $4,222-38.5% | $3,631-28.5% | $4,779-45.7% |
| Participant deferral / active EE | $4,666 | $4,682-0.3% | $4,082+14.3% | $5,609-16.8% |
| Admin fee / account holder | $3,365 | $6,674-49.6% | $5,478-38.6% | $10,827-68.9% |