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 10-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 | $18,086 | $69,010-73.8% | $159,960-88.7% | $68,494-73.6% |
| Participation rate | 80.0% | 65.4%+14.6pp | 78.0%+2.0pp | 67.9%+12.1pp |
| Annual return | -18.27% | -9.65%-8.6pp | 408.60%-426.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,086 | $2,213-5.7% | $4,226-50.6% | $2,596-19.6% |
| Participant deferral / active EE | $4,082 | $4,212-3.1% | $6,182-34.0% | $4,027+1.4% |
| Admin fee / account holder | $5,457 | $4,798+13.7% | $8,698-37.3% | $5,403+1.0% |