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 | $19,711 | $49,280-60.0% | $67,313-70.7% | $64,186-69.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.19% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $470 | $1,668-71.8% | $2,566-81.7% | $2,381-80.3% |
| Participant deferral / active EE | $3,726 | $2,484+50.0% | $3,568+4.4% | $3,470+7.4% |
| Admin fee / account holder | $768 | $3,863-80.1% | $4,507-83.0% | $4,888-84.3% |