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 5-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 | $26,220 | $90,519-71.0% | $93,789-72.0% | $134,475-80.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.54% | -15.72%-3.8pp | -11.33%-8.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $9,855 | $4,343+126.9% | $4,323+128.0% | $4,740+107.9% |
| Participant deferral / active EE | $7,949 | $5,978+33.0% | $6,094+30.4% | $6,400+24.2% |
| Admin fee / account holder | $327 | $9,252-96.5% | $7,195-95.4% | $11,426-97.1% |