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 7-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 | $37,649 | $105,860-64.4% | $90,749-58.5% | $134,475-72.0% |
| Participation rate | 81.3% | 78.2%+3.0pp | 75.7%+5.6pp | 81.2%0pp |
| Annual return | -14.73% | -11.01%-3.7pp | -12.16%-2.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,914 | $3,462-44.7% | $2,921-34.5% | $4,740-59.6% |
| Participant deferral / active EE | $2,887 | $5,216-44.6% | $4,564-36.7% | $6,400-54.9% |
| Admin fee / account holder | $723 | $13,938-94.8% | $8,445-91.4% | $11,426-93.7% |