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 8-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 | $23,554 | $93,024-74.7% | $77,024-69.4% | $134,475-82.5% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -17.58% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,576 | $3,418-53.9% | $2,812-43.9% | $4,740-66.7% |
| Participant deferral / active EE | $1,882 | $5,238-64.1% | $4,426-57.5% | $6,400-70.6% |
| Admin fee / account holder | $432 | $6,944-93.8% | $5,425-92.0% | $11,426-96.2% |