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 | $22,420 | $95,862-76.6% | $79,550-71.8% | $134,475-83.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -15.05% | -2.69%-12.4pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $775 | $3,128-75.2% | $2,413-67.9% | $4,740-83.6% |
| Participant deferral / active EE | $3,411 | $4,693-27.3% | $3,985-14.4% | $6,400-46.7% |
| Admin fee / account holder | $580 | $9,126-93.6% | $6,832-91.5% | $11,426-94.9% |