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 | $22,442 | $129,942-82.7% | $104,294-78.5% | $134,475-83.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.51% | 42.03%-59.5pp | 24.61%-42.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,296 | $4,184+2.7% | $3,372+27.4% | $4,740-9.4% |
| Participant deferral / active EE | $5,388 | $5,588-3.6% | $4,625+16.5% | $6,400-15.8% |
| Admin fee / account holder | $1,579 | $9,323-83.1% | $7,339-78.5% | $11,426-86.2% |