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 7-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 | $23,430 | $59,107-60.4% | $86,436-72.9% | $68,494-65.8% |
| Participation rate | 86.7% | 75.2%+11.4pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | -0.79% | -0.23%-0.6pp | 4394.89%-4395.7pp | -7.84%+7.1pp |
| Employer contribution / active EE | $1,692 | $2,519-32.8% | $3,769-55.1% | $2,596-34.8% |
| Participant deferral / active EE | $7,991 | $5,901+35.4% | $6,952+14.9% | $4,027+98.4% |
| Admin fee / account holder | $3,093 | $5,637-45.1% | $6,731-54.0% | $5,403-42.7% |