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 8-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 | $23,300 | $167,307-86.1% | $143,757-83.8% | $134,475-82.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -19.92% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,129 | $5,619-62.1% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $11,974 | $6,446+85.8% | $5,637+112.4% | $6,400+87.1% |
| Admin fee / account holder | $19,131 | $18,088+5.8% | $14,673+30.4% | $11,426+67.4% |