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 | $24,838 | $97,757-74.6% | $83,848-70.4% | $135,375-81.7% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -7.74% | 1287.37%-1295.1pp | 850.88%-858.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $3,410 | $4,682-27.2% | $4,082-16.5% | $5,609-39.2% |
| Admin fee / account holder | $555 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |