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 | $23,204 | $138,065-83.2% | $123,544-81.2% | $135,375-82.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 0.13% | 153.68%-153.6pp | 119.20%-119.1pp | 519.73%-519.6pp |
| Employer contribution / active EE | $1,693 | $5,151-67.1% | $4,628-63.4% | $4,779-64.6% |
| Participant deferral / active EE | $7,822 | $6,799+15.0% | $6,426+21.7% | $5,609+39.5% |
| Admin fee / account holder | $1,117 | $10,916-89.8% | $9,284-88.0% | $10,827-89.7% |