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 | $21,913 | $42,894-48.9% | $60,874-64.0% | $68,494-68.0% |
| Participation rate | 98.4% | 66.8%+31.6pp | 73.1%+25.3pp | 67.9%+30.5pp |
| Annual return | -10.35% | -13.98%+3.6pp | 16.90%-27.2pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,850 | $1,978+44.1% | $2,701+5.5% | $2,596+9.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,291 | $3,101-26.1% | $3,224-28.9% | $5,403-57.6% |