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 | $23,192 | $93,024-75.1% | $77,024-69.9% | $134,475-82.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -15.04% | 62.60%-77.6pp | 42.32%-57.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,760 | $3,418-48.5% | $2,812-37.4% | $4,740-62.9% |
| Participant deferral / active EE | $3,254 | $5,238-37.9% | $4,426-26.5% | $6,400-49.1% |
| Admin fee / account holder | $24,179 | $6,944+248.2% | $5,425+345.7% | $11,426+111.6% |