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 | $21,221 | $97,757-78.3% | $83,848-74.7% | $135,375-84.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,564 | $4,222-62.9% | $3,631-56.9% | $4,779-67.3% |
| Participant deferral / active EE | $3,661 | $4,682-21.8% | $4,082-10.3% | $5,609-34.7% |
| Admin fee / account holder | $1,669 | $6,674-75.0% | $5,478-69.5% | $10,827-84.6% |