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 6-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 | $33,239 | $167,484-80.2% | $151,611-78.1% | $134,475-75.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -17.12% | 7.80%-24.9pp | 3.33%-20.4pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,616 | $6,829-61.7% | $6,166-57.6% | $4,740-44.8% |
| Participant deferral / active EE | $4,801 | $8,986-46.6% | $8,363-42.6% | $6,400-25.0% |
| Admin fee / account holder | $454 | $13,783-96.7% | $11,616-96.1% | $11,426-96.0% |