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 4-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 | $24,992 | $133,958-81.3% | $112,228-77.7% | $134,475-81.4% |
| Participation rate | 78.6% | 78.6%0pp | 75.1%+3.5pp | 81.2%-2.7pp |
| Annual return | -15.36% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,576 | $4,038-61.0% | $3,635-56.6% | $4,740-66.8% |
| Participant deferral / active EE | $5,864 | $5,291+10.8% | $4,728+24.0% | $6,400-8.4% |
| Admin fee / account holder | $33,880 | $7,489+352.4% | $6,410+428.5% | $11,426+196.5% |