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 | $22,045 | $167,307-86.8% | $143,757-84.7% | $134,475-83.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.67% | 0.46%-20.1pp | -0.04%-19.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,085 | $5,619-62.9% | $4,951-57.9% | $4,740-56.0% |
| Participant deferral / active EE | $6,400 | $6,446-0.7% | $5,637+13.5% | $6,4000% |
| Admin fee / account holder | $583 | $18,088-96.8% | $14,673-96.0% | $11,426-94.9% |