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 | $20,925 | $97,881-78.6% | $80,004-73.8% | $125,391-83.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 73.0%+4.8pp | 83.2%-5.4pp |
| Annual return | -1.30% | 9.36%-10.7pp | 7.63%-8.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,435 | $3,128-54.1% | $2,473-42.0% | $4,866-70.5% |
| Participant deferral / active EE | $2,564 | $3,744-31.5% | $3,204-20.0% | $5,352-52.1% |
| Admin fee / account holder | $1,866 | $6,278-70.3% | $5,033-62.9% | $9,540-80.4% |