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 | $11,512 | $48,265-76.1% | $68,791-83.3% | $68,494-83.2% |
| Participation rate | 98.0% | 60.7%+37.4pp | 69.0%+29.0pp | 67.9%+30.2pp |
| Annual return | -8.38% | -12.71%+4.3pp | -6.38%-2.0pp | -7.84%-0.5pp |
| Employer contribution / active EE | $1,448 | $1,829-20.8% | $2,655-45.5% | $2,596-44.2% |
| Participant deferral / active EE | $1,849 | $2,867-35.5% | $3,941-53.1% | $4,027-54.1% |
| Admin fee / account holder | $861 | $4,355-80.2% | $4,932-82.5% | $5,403-84.1% |