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 | $36,610 | $97,757-62.6% | $83,848-56.3% | $135,375-73.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.40% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,373 | $4,222-20.1% | $3,631-7.1% | $4,779-29.4% |
| Participant deferral / active EE | $4,554 | $4,682-2.7% | $4,082+11.6% | $5,609-18.8% |
| Admin fee / account holder | $7,385 | $6,674+10.7% | $5,478+34.8% | $10,827-31.8% |