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 | $24,500 | $95,862-74.4% | $79,550-69.2% | $134,475-81.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.33% | -2.69%-16.6pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $719 | $3,128-77.0% | $2,413-70.2% | $4,740-84.8% |
| Participant deferral / active EE | $3,144 | $4,693-33.0% | $3,985-21.1% | $6,400-50.9% |
| Admin fee / account holder | $507 | $9,126-94.4% | $6,832-92.6% | $11,426-95.6% |