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 | $18,798 | $190,805-90.1% | $159,960-88.2% | $134,475-86.0% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.31% | 552.23%-568.5pp | 408.60%-424.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,332 | $4,995-73.3% | $4,226-68.5% | $4,740-71.9% |
| Participant deferral / active EE | $3,419 | $6,923-50.6% | $6,182-44.7% | $6,400-46.6% |
| Admin fee / account holder | $2,672 | $10,471-74.5% | $8,698-69.3% | $11,426-76.6% |