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 | $8,325 | $48,265-82.8% | $68,791-87.9% | $68,494-87.8% |
| Participation rate | 87.5% | 60.7%+26.8pp | 69.0%+18.5pp | 67.9%+19.6pp |
| Annual return | -17.97% | -12.71%-5.3pp | -6.38%-11.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,060 | $2,867-28.1% | $3,941-47.7% | $4,027-48.9% |
| Admin fee / account holder | $1,301 | $4,355-70.1% | $4,932-73.6% | $5,403-75.9% |