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 | $24,788 | $167,484-85.2% | $151,611-83.7% | $134,475-81.6% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | -15.43% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $6,533 | $6,829-4.3% | $6,166+5.9% | $4,740+37.8% |
| Participant deferral / active EE | $4,204 | $8,986-53.2% | $8,363-49.7% | $6,400-34.3% |
| Admin fee / account holder | $1,787 | $13,783-87.0% | $11,616-84.6% | $11,426-84.4% |