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 | $26,628 | $127,386-79.1% | $115,037-76.9% | $125,391-78.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.33% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $2,278 | $5,166-55.9% | $4,608-50.6% | $4,866-53.2% |
| Participant deferral / active EE | $2,734 | $6,423-57.4% | $6,026-54.6% | $5,352-48.9% |
| Admin fee / account holder | $653 | $9,516-93.1% | $8,175-92.0% | $9,540-93.2% |