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 5-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 | $23,145 | $167,307-86.2% | $143,757-83.9% | $134,475-82.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.00% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,077 | $5,619-63.0% | $4,951-58.0% | $4,740-56.2% |
| Participant deferral / active EE | $5,654 | $6,446-12.3% | $5,637+0.3% | $6,400-11.7% |
| Admin fee / account holder | $1,715 | $18,088-90.5% | $14,673-88.3% | $11,426-85.0% |