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 | $19,032 | $82,664-77.0% | $125,339-84.8% | $68,494-72.2% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,964 | $3,381-41.9% | $4,814-59.2% | $2,596-24.3% |
| Participant deferral / active EE | $5,606 | $6,110-8.3% | $7,446-24.7% | $4,027+39.2% |
| Admin fee / account holder | $2,327 | $6,275-62.9% | $10,010-76.8% | $5,403-56.9% |