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 9-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 | $31,447 | $72,404-56.6% | $110,238-71.5% | $64,186-51.0% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | -5.69% | -6.29%+0.6pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,124 | $2,282-50.7% | $3,826-70.6% | $2,381-52.8% |
| Participant deferral / active EE | $2,239 | $3,469-35.5% | $4,672-52.1% | $3,470-35.5% |
| Admin fee / account holder | $331 | $5,664-94.2% | $8,547-96.1% | $4,888-93.2% |