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 7-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 | $28,977 | $59,107-51.0% | $86,436-66.5% | $68,494-57.7% |
| Participation rate | 76.0% | 75.2%+0.8pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -14.13% | -0.23%-13.9pp | 4394.89%-4409.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $894 | $2,519-64.5% | $3,769-76.3% | $2,596-65.6% |
| Participant deferral / active EE | $5,886 | $5,901-0.3% | $6,952-15.3% | $4,027+46.2% |
| Admin fee / account holder | $1,215 | $5,637-78.4% | $6,731-81.9% | $5,403-77.5% |