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 | $27,154 | $95,862-71.7% | $79,550-65.9% | $134,475-79.8% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | -12.02% | -2.69%-9.3pp | 0.16%-12.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,689 | $3,128-14.0% | $2,413+11.4% | $4,740-43.3% |
| Participant deferral / active EE | $7,251 | $4,693+54.5% | $3,985+81.9% | $6,400+13.3% |
| Admin fee / account holder | $4,524 | $9,126-50.4% | $6,832-33.8% | $11,426-60.4% |