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 | $23,024 | $97,757-76.4% | $83,848-72.5% | $135,375-83.0% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -7.18% | 1287.37%-1294.5pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,711 | $4,222-59.5% | $3,631-52.9% | $4,779-64.2% |
| Participant deferral / active EE | $2,234 | $4,682-52.3% | $4,082-45.3% | $5,609-60.2% |
| Admin fee / account holder | $390 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |