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 | $26,054 | $95,862-72.8% | $79,550-67.2% | $134,475-80.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.61% | -2.69%-16.9pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,701 | $3,128-45.6% | $2,413-29.5% | $4,740-64.1% |
| Participant deferral / active EE | $3,132 | $4,693-33.3% | $3,985-21.4% | $6,400-51.1% |
| Admin fee / account holder | $3,394 | $9,126-62.8% | $6,832-50.3% | $11,426-70.3% |