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 9-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 | $25,285 | $73,867-65.8% | $143,757-82.4% | $68,494-63.1% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -14.77% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,536 | $3,184-51.8% | $4,951-69.0% | $2,596-40.8% |
| Participant deferral / active EE | $3,476 | $3,384+2.7% | $5,637-38.3% | $4,027-13.7% |
| Admin fee / account holder | $356 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |