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 | $9,274 | $67,214-86.2% | $61,491-84.9% | $134,475-93.1% |
| Participation rate | 92.9% | 83.7%+9.2pp | 79.3%+13.5pp | 81.2%+11.6pp |
| Annual return | 3.69% | -12.08%+15.8pp | -12.98%+16.7pp | 417.96%-414.3pp |
| Employer contribution / active EE | $1,715 | $4,974-65.5% | $4,246-59.6% | $4,740-63.8% |
| Participant deferral / active EE | $1,923 | $6,103-68.5% | $5,188-62.9% | $6,400-69.9% |
| Admin fee / account holder | $2,078 | $4,610-54.9% | $4,312-51.8% | $11,426-81.8% |