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 7-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 | $25,938 | $167,484-84.5% | $151,611-82.9% | $134,475-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.54% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,301 | $6,829-66.3% | $6,166-62.7% | $4,740-51.5% |
| Participant deferral / active EE | $9,597 | $8,986+6.8% | $8,363+14.7% | $6,400+50.0% |
| Admin fee / account holder | $1,083 | $13,783-92.1% | $11,616-90.7% | $11,426-90.5% |