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 | $24,947 | $93,024-73.2% | $77,024-67.6% | $134,475-81.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -13.32% | 62.60%-75.9pp | 42.32%-55.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,457 | $3,418-57.4% | $2,812-48.2% | $4,740-69.3% |
| Participant deferral / active EE | $6,530 | $5,238+24.7% | $4,426+47.5% | $6,400+2.0% |
| Admin fee / account holder | $7,386 | $6,944+6.4% | $5,425+36.1% | $11,426-35.4% |