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 10-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 | $30,436 | $105,860-71.2% | $90,749-66.5% | $134,475-77.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -16.27% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,702 | $5,216-67.4% | $4,564-62.7% | $6,400-73.4% |
| Admin fee / account holder | $464 | $13,938-96.7% | $8,445-94.5% | $11,426-95.9% |