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 3-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 | $32,064 | $105,860-69.7% | $90,749-64.7% | $134,475-76.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -20.33% | -11.01%-9.3pp | -12.16%-8.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $723 | $3,462-79.1% | $2,921-75.3% | $4,740-84.7% |
| Participant deferral / active EE | $14,170 | $5,216+171.7% | $4,564+210.5% | $6,400+121.4% |
| Admin fee / account holder | $3,440 | $13,938-75.3% | $8,445-59.3% | $11,426-69.9% |