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 4-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 | $27,855 | $95,862-70.9% | $79,550-65.0% | $134,475-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.33% | -2.69%-14.6pp | 0.16%-17.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,936 | $3,128-38.1% | $2,413-19.8% | $4,740-59.2% |
| Participant deferral / active EE | $6,104 | $4,693+30.1% | $3,985+53.2% | $6,400-4.6% |
| Admin fee / account holder | $389 | $9,126-95.7% | $6,832-94.3% | $11,426-96.6% |