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 | $21,675 | $54,229-60.0% | $70,092-69.1% | $68,494-68.4% |
| Participation rate | 87.5% | 64.5%+23.0pp | 70.5%+17.0pp | 67.9%+19.6pp |
| Annual return | -12.87% | -13.87%+1.0pp | 190.73%-203.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,205 | $2,018-40.3% | $2,559-52.9% | $2,596-53.6% |
| Participant deferral / active EE | $2,306 | $2,956-22.0% | $3,849-40.1% | $4,027-42.7% |
| Admin fee / account holder | $5,005 | $4,694+6.6% | $6,267-20.1% | $5,403-7.4% |