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 7-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 | $25,942 | $133,958-80.6% | $112,228-76.9% | $134,475-80.7% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -18.72% | 47.11%-65.8pp | 27.45%-46.2pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,565 | $4,038-61.2% | $3,635-56.9% | $4,740-67.0% |
| Participant deferral / active EE | $4,920 | $5,291-7.0% | $4,728+4.1% | $6,400-23.1% |
| Admin fee / account holder | $1,266 | $7,489-83.1% | $6,410-80.2% | $11,426-88.9% |