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 | $26,731 | $97,757-72.7% | $83,848-68.1% | $135,375-80.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.06% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,121 | $4,222-26.1% | $3,631-14.0% | $4,779-34.7% |
| Participant deferral / active EE | $10,536 | $4,682+125.0% | $4,082+158.1% | $5,609+87.9% |
| Admin fee / account holder | $34,151 | $6,674+411.7% | $5,478+523.4% | $10,827+215.4% |