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 | $23,951 | $167,484-85.7% | $151,611-84.2% | $134,475-82.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -20.80% | 7.80%-28.6pp | 3.33%-24.1pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,233 | $6,829-23.4% | $6,166-15.1% | $4,740+10.4% |
| Participant deferral / active EE | $8,899 | $8,986-1.0% | $8,363+6.4% | $6,400+39.1% |
| Admin fee / account holder | $7,304 | $13,783-47.0% | $11,616-37.1% | $11,426-36.1% |