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 | $37,084 | $90,519-59.0% | $93,789-60.5% | $134,475-72.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 81.0%-6.0pp | 81.2%-6.2pp |
| Annual return | -19.21% | -15.72%-3.5pp | -11.33%-7.9pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,235 | $4,343+158.7% | $4,323+159.9% | $4,740+137.0% |
| Participant deferral / active EE | $7,968 | $5,978+33.3% | $6,094+30.7% | $6,400+24.5% |
| Admin fee / account holder | $423 | $9,252-95.4% | $7,195-94.1% | $11,426-96.3% |