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 5-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 | $16,421 | $82,286-80.0% | $68,791-76.1% | $134,475-87.8% |
| Participation rate | 78.3% | 75.1%+3.2pp | 69.0%+9.2pp | 81.2%-3.0pp |
| Annual return | -20.43% | -2.19%-18.2pp | -6.38%-14.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $2,458 | $3,301-25.5% | $2,655-7.4% | $4,740-48.1% |
| Participant deferral / active EE | $3,166 | $4,739-33.2% | $3,941-19.7% | $6,400-50.5% |
| Admin fee / account holder | $1,064 | $6,481-83.6% | $4,932-78.4% | $11,426-90.7% |