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 | $21,414 | $142,344-85.0% | $119,609-82.1% | $134,475-84.1% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -8.65% | -12.44%+3.8pp | -14.97%+6.3pp | 417.96%-426.6pp |
| Employer contribution / active EE | $1,555 | $5,222-70.2% | $4,232-63.2% | $4,740-67.2% |
| Participant deferral / active EE | $2,892 | $6,469-55.3% | $5,602-48.4% | $6,400-54.8% |
| Admin fee / account holder | $8,839 | $13,584-34.9% | $10,323-14.4% | $11,426-22.6% |