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 | $19,598 | $42,894-54.3% | $60,874-67.8% | $68,494-71.4% |
| Participation rate | 81.2% | 66.8%+14.4pp | 73.1%+8.0pp | 67.9%+13.3pp |
| Annual return | -13.06% | -13.98%+0.9pp | 16.90%-30.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,692 | $1,978-14.5% | $2,701-37.4% | $2,596-34.8% |
| Participant deferral / active EE | $2,569 | $2,867-10.4% | $3,817-32.7% | $4,027-36.2% |
| Admin fee / account holder | $915 | $3,101-70.5% | $3,224-71.6% | $5,403-83.1% |