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 | $26,938 | $167,307-83.9% | $143,757-81.3% | $134,475-80.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.70% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,560 | $5,619-72.2% | $4,951-68.5% | $4,740-67.1% |
| Participant deferral / active EE | $2,563 | $6,446-60.2% | $5,637-54.5% | $6,400-59.9% |
| Admin fee / account holder | $3,058 | $18,088-83.1% | $14,673-79.2% | $11,426-73.2% |