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 | $25,969 | $48,265-46.2% | $68,791-62.2% | $68,494-62.1% |
| Participation rate | 77.1% | 60.7%+16.4pp | 69.0%+8.1pp | 67.9%+9.2pp |
| Annual return | -17.81% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,643 | $1,829+99.2% | $2,655+37.2% | $2,596+40.3% |
| Participant deferral / active EE | $2,541 | $2,867-11.4% | $3,941-35.5% | $4,027-36.9% |
| Admin fee / account holder | $1,603 | $4,355-63.2% | $4,932-67.5% | $5,403-70.3% |