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 | $18,230 | $73,867-75.3% | $143,757-87.3% | $68,494-73.4% |
| Participation rate | 92.7% | 66.7%+26.1pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -16.93% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,368 | $3,184-57.0% | $4,951-72.4% | $2,596-47.3% |
| Participant deferral / active EE | $3,447 | $3,384+1.9% | $5,637-38.8% | $4,027-14.4% |
| Admin fee / account holder | $577 | $5,755-90.0% | $14,673-96.1% | $5,403-89.3% |