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 | $14,960 | $43,327-65.5% | $59,878-75.0% | $64,186-76.7% |
| Participation rate | 88.0% | 69.2%+18.8pp | 74.7%+13.3pp | 69.6%+18.4pp |
| Annual return | -6.74% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,077 | $2,028-46.9% | $2,722-60.4% | $2,381-54.8% |
| Participant deferral / active EE | $1,078 | $2,546-57.7% | $3,402-68.3% | $3,470-68.9% |
| Admin fee / account holder | $326 | $3,005-89.2% | $3,590-90.9% | $4,888-93.3% |