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 6-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 | $31,526 | $99,640-68.4% | $86,436-63.5% | $134,475-76.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.05% | 6782.58%-6796.6pp | 4394.89%-4408.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $9,454 | $4,400+114.8% | $3,769+150.9% | $4,740+99.5% |
| Participant deferral / active EE | $5,990 | $7,246-17.3% | $6,952-13.8% | $6,400-6.4% |
| Admin fee / account holder | $1,197 | $8,371-85.7% | $6,731-82.2% | $11,426-89.5% |