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 | $26,139 | $97,757-73.3% | $83,848-68.8% | $135,375-80.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -0.51% | 1287.37%-1287.9pp | 850.88%-851.4pp | 519.73%-520.2pp |
| Employer contribution / active EE | $8,239 | $4,222+95.2% | $3,631+126.9% | $4,779+72.4% |
| Participant deferral / active EE | $4,157 | $4,682-11.2% | $4,082+1.9% | $5,609-25.9% |
| Admin fee / account holder | $50,040 | $6,674+649.8% | $5,478+813.4% | $10,827+362.2% |