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 8-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 | $26,163 | $97,757-73.2% | $83,848-68.8% | $135,375-80.7% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -4.12% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,026 | $4,222-75.7% | $3,631-71.7% | $4,779-78.5% |
| Participant deferral / active EE | $2,369 | $4,682-49.4% | $4,082-42.0% | $5,609-57.8% |
| Admin fee / account holder | $5,696 | $6,674-14.7% | $5,478+4.0% | $10,827-47.4% |