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 6-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 | $23,850 | $127,386-81.3% | $115,037-79.3% | $125,391-81.0% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.63% | 31.28%-31.9pp | 26.14%-26.8pp | 282.22%-282.9pp |
| Employer contribution / active EE | $901 | $5,166-82.6% | $4,608-80.4% | $4,866-81.5% |
| Participant deferral / active EE | $2,221 | $6,423-65.4% | $6,026-63.1% | $5,352-58.5% |
| Admin fee / account holder | $949 | $9,516-90.0% | $8,175-88.4% | $9,540-90.1% |