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 | $27,054 | $112,300-75.9% | $90,223-70.0% | $125,391-78.4% |
| Participation rate | 86.7% | 82.9%+3.8pp | 79.0%+7.6pp | 83.2%+3.5pp |
| Annual return | 0.00% | -0.57%+0.6pp | 1.31%-1.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,257 | $5,181-37.1% | $4,378-25.6% | $4,866-33.1% |
| Participant deferral / active EE | $6,359 | $6,733-5.6% | $5,792+9.8% | $5,352+18.8% |
| Admin fee / account holder | $1,961 | $10,990-82.2% | $7,406-73.5% | $9,540-79.4% |