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 | $22,018 | $95,862-77.0% | $79,550-72.3% | $134,475-83.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -17.87% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,450 | $3,128-53.6% | $2,413-39.9% | $4,740-69.4% |
| Participant deferral / active EE | $2,126 | $4,693-54.7% | $3,985-46.6% | $6,400-66.8% |
| Admin fee / account holder | $492 | $9,126-94.6% | $6,832-92.8% | $11,426-95.7% |