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 | $21,449 | $97,757-78.1% | $83,848-74.4% | $135,375-84.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -9.53% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,342 | $4,222-20.8% | $3,631-8.0% | $4,779-30.1% |
| Participant deferral / active EE | $5,021 | $4,682+7.2% | $4,082+23.0% | $5,609-10.5% |
| Admin fee / account holder | $655 | $6,674-90.2% | $5,478-88.1% | $10,827-94.0% |