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 | $13,035 | $54,350-76.0% | $82,719-84.2% | $68,494-81.0% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | -15.15% | -13.67%-1.5pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,279 | $2,218+2.7% | $3,009-24.3% | $2,596-12.2% |
| Participant deferral / active EE | $5,494 | $3,246+69.3% | $4,395+25.0% | $4,027+36.4% |
| Admin fee / account holder | $1,369 | $4,395-68.8% | $5,329-74.3% | $5,403-74.7% |