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 3-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 | $16,205 | $73,867-78.1% | $143,757-88.7% | $68,494-76.3% |
| Participation rate | 77.3% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -16.66% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,986 | $3,184-37.6% | $4,951-59.9% | $2,596-23.5% |
| Participant deferral / active EE | $2,485 | $3,384-26.6% | $5,637-55.9% | $4,027-38.3% |
| Admin fee / account holder | $1,054 | $5,755-81.7% | $14,673-92.8% | $5,403-80.5% |