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 | $23,244 | $211,958-89.0% | $169,463-86.3% | $135,375-82.8% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.16% | 3.26%-8.4pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $944 | $5,120-81.6% | $4,159-77.3% | $4,779-80.2% |
| Participant deferral / active EE | $3,079 | $6,075-49.3% | $5,277-41.7% | $5,609-45.1% |
| Admin fee / account holder | $1,056 | $11,471-90.8% | $9,109-88.4% | $10,827-90.2% |