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 | $27,995 | $142,344-80.3% | $119,609-76.6% | $134,475-79.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.62% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,352 | $5,222-55.0% | $4,232-44.4% | $4,740-50.4% |
| Participant deferral / active EE | $4,942 | $6,469-23.6% | $5,602-11.8% | $6,400-22.8% |
| Admin fee / account holder | $1,114 | $13,584-91.8% | $10,323-89.2% | $11,426-90.3% |