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 | $25,915 | $138,065-81.2% | $123,544-79.0% | $135,375-80.9% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.52% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,809 | $5,151-64.9% | $4,628-60.9% | $4,779-62.1% |
| Participant deferral / active EE | $5,685 | $6,799-16.4% | $6,426-11.5% | $5,609+1.4% |
| Admin fee / account holder | $11,277 | $10,916+3.3% | $9,284+21.5% | $10,827+4.2% |