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 | $35,225 | $54,229-35.0% | $70,092-49.7% | $68,494-48.6% |
| Participation rate | 82.9% | 64.5%+18.4pp | 70.5%+12.4pp | 67.9%+15.0pp |
| Annual return | -13.62% | -13.87%+0.2pp | 190.73%-204.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,611 | $2,018-20.2% | $2,559-37.1% | $2,596-38.0% |
| Participant deferral / active EE | $2,096 | $2,956-29.1% | $3,849-45.5% | $4,027-47.9% |
| Admin fee / account holder | $2,823 | $4,694-39.9% | $6,267-55.0% | $5,403-47.7% |