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 7-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 | $21,950 | $129,942-83.1% | $104,294-79.0% | $134,475-83.7% |
| Participation rate | 91.7% | 79.5%+12.1pp | 73.3%+18.4pp | 81.2%+10.4pp |
| Annual return | -19.12% | 42.03%-61.2pp | 24.61%-43.7pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,637 | $4,184-37.0% | $3,372-21.8% | $4,740-44.4% |
| Participant deferral / active EE | $4,142 | $5,588-25.9% | $4,625-10.4% | $6,400-35.3% |
| Admin fee / account holder | $362 | $9,323-96.1% | $7,339-95.1% | $11,426-96.8% |