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 | $23,154 | $127,386-81.8% | $115,037-79.9% | $125,391-81.5% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,552 | $5,166-50.6% | $4,608-44.6% | $4,866-47.6% |
| Participant deferral / active EE | $4,635 | $6,423-27.8% | $6,026-23.1% | $5,352-13.4% |
| Admin fee / account holder | $14,461 | $9,516+52.0% | $8,175+76.9% | $9,540+51.6% |