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 | $25,343 | $142,344-82.2% | $119,609-78.8% | $134,475-81.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.89% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,225 | $5,222-76.5% | $4,232-71.1% | $4,740-74.2% |
| Participant deferral / active EE | $2,558 | $6,469-60.5% | $5,602-54.3% | $6,400-60.0% |
| Admin fee / account holder | $521 | $13,584-96.2% | $10,323-95.0% | $11,426-95.4% |