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 | $20,800 | $57,354-63.7% | $83,848-75.2% | $64,186-67.6% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -5.82% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,007 | $2,545-60.4% | $3,631-72.3% | $2,381-57.7% |
| Participant deferral / active EE | $1,512 | $2,993-49.5% | $4,082-63.0% | $3,470-56.4% |
| Admin fee / account holder | $1,511 | $4,046-62.6% | $5,478-72.4% | $4,888-69.1% |