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 | $21,945 | $142,344-84.6% | $119,609-81.7% | $134,475-83.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -13.57% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,385 | $5,222-73.5% | $4,232-67.3% | $4,740-70.8% |
| Participant deferral / active EE | $2,470 | $6,469-61.8% | $5,602-55.9% | $6,400-61.4% |
| Admin fee / account holder | $5,964 | $13,584-56.1% | $10,323-42.2% | $11,426-47.8% |