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 4-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 | $27,517 | $73,867-62.7% | $143,757-80.9% | $68,494-59.8% |
| Participation rate | 88.5% | 66.7%+21.8pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -11.03% | 1.01%-12.0pp | -0.04%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $3,902 | $3,184+22.5% | $4,951-21.2% | $2,596+50.3% |
| Participant deferral / active EE | $3,482 | $3,384+2.9% | $5,637-38.2% | $4,027-13.5% |
| Admin fee / account holder | $513 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |