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 | $22,058 | $95,971-77.0% | $74,550-70.4% | $135,375-83.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,051 | $2,716+49.1% | $1,961+106.6% | $4,779-15.2% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,067 | $6,522-83.6% | $5,060-78.9% | $10,827-90.1% |