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 | $26,432 | $133,958-80.3% | $112,228-76.4% | $134,475-80.3% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -17.17% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,353 | $4,038-41.7% | $3,635-35.3% | $4,740-50.4% |
| Participant deferral / active EE | $6,175 | $5,291+16.7% | $4,728+30.6% | $6,400-3.5% |
| Admin fee / account holder | $2,786 | $7,489-62.8% | $6,410-56.5% | $11,426-75.6% |