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 7-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 | $23,730 | $167,307-85.8% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -13.62% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,625 | $5,619-53.3% | $4,951-47.0% | $4,740-44.6% |
| Participant deferral / active EE | $3,767 | $6,446-41.6% | $5,637-33.2% | $6,400-41.1% |
| Admin fee / account holder | $20,685 | $18,088+14.4% | $14,673+41.0% | $11,426+81.0% |