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 | $24,236 | $93,024-73.9% | $77,024-68.5% | $134,475-82.0% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -20.53% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,332 | $3,418-31.8% | $2,812-17.1% | $4,740-50.8% |
| Participant deferral / active EE | $6,456 | $5,238+23.3% | $4,426+45.8% | $6,400+0.9% |
| Admin fee / account holder | $3,445 | $6,944-50.4% | $5,425-36.5% | $11,426-69.9% |