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 | $20,848 | $90,519-77.0% | $93,789-77.8% | $134,475-84.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 81.0%-8.2pp | 81.2%-8.5pp |
| Annual return | -13.94% | -15.72%+1.8pp | -11.33%-2.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,886 | $4,343-56.6% | $4,323-56.4% | $4,740-60.2% |
| Participant deferral / active EE | $3,543 | $5,978-40.7% | $6,094-41.9% | $6,400-44.6% |
| Admin fee / account holder | $3,048 | $9,252-67.1% | $7,195-57.6% | $11,426-73.3% |