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 8-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 | $22,867 | $64,707-64.7% | $112,228-79.6% | $68,494-66.6% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -13.95% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,516 | $2,746-8.4% | $3,635-30.8% | $2,596-3.1% |
| Participant deferral / active EE | $3,394 | $3,565-4.8% | $4,728-28.2% | $4,027-15.7% |
| Admin fee / account holder | $908 | $5,232-82.7% | $6,410-85.8% | $5,403-83.2% |