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 | $26,510 | $127,386-79.2% | $115,037-77.0% | $125,391-78.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.24% | 31.28%-31.5pp | 26.14%-26.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $4,241 | $5,166-17.9% | $4,608-8.0% | $4,866-12.8% |
| Participant deferral / active EE | $5,054 | $6,423-21.3% | $6,026-16.1% | $5,352-5.6% |
| Admin fee / account holder | $1,202 | $9,516-87.4% | $8,175-85.3% | $9,540-87.4% |