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 | $18,776 | $84,527-77.8% | $67,711-72.3% | $125,391-85.0% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | -2.43% | 2.57%-5.0pp | 25.41%-27.8pp | 282.22%-284.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,079 | $4,429+37.2% | $3,585+69.6% | $5,352+13.6% |
| Admin fee / account holder | $1,342 | $5,340-74.9% | $4,255-68.5% | $9,540-85.9% |