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 8-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 | $14,367 | $42,894-66.5% | $60,874-76.4% | $68,494-79.0% |
| Participation rate | 98.1% | 66.8%+31.4pp | 73.1%+25.0pp | 67.9%+30.3pp |
| Annual return | -17.90% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,950 | $1,978+49.1% | $2,701+9.2% | $2,596+13.6% |
| Participant deferral / active EE | $2,339 | $2,867-18.4% | $3,817-38.7% | $4,027-41.9% |
| Admin fee / account holder | $813 | $3,101-73.8% | $3,224-74.8% | $5,403-84.9% |