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 10-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 | $22,975 | $211,958-89.2% | $169,463-86.4% | $135,375-83.0% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -6.06% | 3.26%-9.3pp | 1.83%-7.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,185 | $5,120-76.8% | $4,159-71.5% | $4,779-75.2% |
| Participant deferral / active EE | $2,684 | $6,075-55.8% | $5,277-49.1% | $5,609-52.1% |
| Admin fee / account holder | $446 | $11,471-96.1% | $9,109-95.1% | $10,827-95.9% |