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 | $27,774 | $133,958-79.3% | $112,228-75.3% | $134,475-79.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -14.29% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,434 | $4,038-64.5% | $3,635-60.6% | $4,740-69.7% |
| Participant deferral / active EE | $5,000 | $5,291-5.5% | $4,728+5.7% | $6,400-21.9% |
| Admin fee / account holder | $336 | $7,489-95.5% | $6,410-94.8% | $11,426-97.1% |