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 6-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 | $19,287 | $95,862-79.9% | $79,550-75.8% | $134,475-85.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.89% | -2.69%-17.2pp | 0.16%-20.1pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,279 | $3,128+4.8% | $2,413+35.9% | $4,740-30.8% |
| Participant deferral / active EE | $6,464 | $4,693+37.7% | $3,985+62.2% | $6,400+1.0% |
| Admin fee / account holder | $423 | $9,126-95.4% | $6,832-93.8% | $11,426-96.3% |