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 9-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 | $22,148 | $167,307-86.8% | $143,757-84.6% | $134,475-83.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.43% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,639 | $5,619-53.0% | $4,951-46.7% | $4,740-44.3% |
| Participant deferral / active EE | $7,371 | $6,446+14.3% | $5,637+30.8% | $6,400+15.2% |
| Admin fee / account holder | $1,379 | $18,088-92.4% | $14,673-90.6% | $11,426-87.9% |