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 | $40,043 | $59,107-32.3% | $86,436-53.7% | $68,494-41.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -14.09% | -0.23%-13.9pp | 4394.89%-4409.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,418 | $2,519-43.7% | $3,769-62.4% | $2,596-45.4% |
| Participant deferral / active EE | $3,116 | $5,901-47.2% | $6,952-55.2% | $4,027-22.6% |
| Admin fee / account holder | $7,394 | $5,637+31.2% | $6,731+9.8% | $5,403+36.9% |