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 | $24,309 | $90,519-73.1% | $93,789-74.1% | $134,475-81.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 81.0%+9.0pp | 81.2%+8.8pp |
| Annual return | -19.57% | -15.72%-3.9pp | -11.33%-8.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,451 | $4,343-20.5% | $4,323-20.2% | $4,740-27.2% |
| Participant deferral / active EE | $5,365 | $5,978-10.3% | $6,094-12.0% | $6,400-16.2% |
| Admin fee / account holder | $362 | $9,252-96.1% | $7,195-95.0% | $11,426-96.8% |