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 | $26,368 | $138,044-80.9% | $125,339-79.0% | $134,475-80.4% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -20.30% | 750.33%-770.6pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,207 | $5,243-57.9% | $4,814-54.1% | $4,740-53.4% |
| Participant deferral / active EE | $4,070 | $7,799-47.8% | $7,446-45.3% | $6,400-36.4% |
| Admin fee / account holder | $1,931 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |