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 | $24,686 | $59,805-58.7% | $79,550-69.0% | $68,494-64.0% |
| Participation rate | 87.7% | 61.1%+26.6pp | 69.5%+18.2pp | 67.9%+19.8pp |
| Annual return | -17.13% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $916 | $1,505-39.1% | $2,413-62.0% | $2,596-64.7% |
| Participant deferral / active EE | $5,872 | $3,024+94.2% | $3,985+47.3% | $4,027+45.8% |
| Admin fee / account holder | $5,918 | $4,835+22.4% | $6,832-13.4% | $5,403+9.5% |