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 8-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 | $24,973 | $101,069-75.3% | $81,478-69.4% | $147,584-83.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,788 | $3,205-44.2% | $2,568-30.4% | $4,876-63.3% |
| Participant deferral / active EE | $5,165 | $4,242+21.8% | $3,537+46.0% | $5,439-5.0% |
| Admin fee / account holder | $458 | $5,812-92.1% | $4,561-90.0% | $10,885-95.8% |