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 5-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 | $25,983 | $152,509-83.0% | $117,472-77.9% | $134,475-80.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.33% | 52.99%-63.3pp | 29.74%-40.1pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,737 | $5,571+3.0% | $4,176+37.4% | $4,740+21.0% |
| Participant deferral / active EE | $7,011 | $4,818+45.5% | $4,070+72.2% | $6,400+9.5% |
| Admin fee / account holder | $1,513 | $7,004-78.4% | $5,645-73.2% | $11,426-86.8% |