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 | $19,861 | $167,307-88.1% | $143,757-86.2% | $134,475-85.2% |
| Participation rate | 81.3% | 84.8%-3.6pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | -19.90% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $9,395 | $5,619+67.2% | $4,951+89.8% | $4,740+98.2% |
| Participant deferral / active EE | $6,341 | $6,446-1.6% | $5,637+12.5% | $6,400-0.9% |
| Admin fee / account holder | $779 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |