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 | $23,989 | $93,024-74.2% | $77,024-68.9% | $134,475-82.2% |
| Participation rate | 81.0% | 74.5%+6.5pp | 67.9%+13.0pp | 81.2%-0.3pp |
| Annual return | -12.95% | 62.60%-75.5pp | 42.32%-55.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,272 | $3,418-62.8% | $2,812-54.8% | $4,740-73.2% |
| Participant deferral / active EE | $2,708 | $5,238-48.3% | $4,426-38.8% | $6,400-57.7% |
| Admin fee / account holder | $2,217 | $6,944-68.1% | $5,425-59.1% | $11,426-80.6% |