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 | $26,357 | $138,044-80.9% | $125,339-79.0% | $134,475-80.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -2.71% | 750.33%-753.0pp | 572.05%-574.8pp | 417.96%-420.7pp |
| Employer contribution / active EE | $2,469 | $5,243-52.9% | $4,814-48.7% | $4,740-47.9% |
| Participant deferral / active EE | $6,428 | $7,799-17.6% | $7,446-13.7% | $6,400+0.4% |
| Admin fee / account holder | $12,134 | $11,571+4.9% | $10,010+21.2% | $11,426+6.2% |