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 | $27,565 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -19.65% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,218 | $5,619-60.5% | $4,951-55.2% | $4,740-53.2% |
| Participant deferral / active EE | $4,136 | $6,446-35.8% | $5,637-26.6% | $6,400-35.4% |
| Admin fee / account holder | $374 | $18,088-97.9% | $14,673-97.5% | $11,426-96.7% |