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 6-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 | $26,451 | $55,041-51.9% | $45,164-41.4% | $134,475-80.3% |
| Participation rate | 75.0% | 63.8%+11.2pp | 55.2%+19.8pp | 81.2%-6.2pp |
| Annual return | -16.40% | -19.63%+3.2pp | -20.28%+3.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,614 | $3,006+20.2% | $2,321+55.7% | $4,740-23.7% |
| Participant deferral / active EE | $8,219 | $3,822+115.0% | $3,184+158.1% | $6,400+28.4% |
| Admin fee / account holder | $688 | $4,029-82.9% | $3,071-77.6% | $11,426-94.0% |