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 8-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 | $16,233 | $59,107-72.5% | $86,436-81.2% | $68,494-76.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -19.07% | -0.23%-18.8pp | 4394.89%-4414.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,334 | $2,519-7.3% | $3,769-38.1% | $2,596-10.1% |
| Participant deferral / active EE | $6,162 | $5,901+4.4% | $6,952-11.4% | $4,027+53.0% |
| Admin fee / account holder | $2,421 | $5,637-57.1% | $6,731-64.0% | $5,403-55.2% |