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 | $16,040 | $97,757-83.6% | $83,848-80.9% | $135,375-88.2% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -7.51% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,748 | $4,222-34.9% | $3,631-24.3% | $4,779-42.5% |
| Participant deferral / active EE | $4,493 | $4,682-4.0% | $4,082+10.1% | $5,609-19.9% |
| Admin fee / account holder | $1,534 | $6,674-77.0% | $5,478-72.0% | $10,827-85.8% |