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 | $24,859 | $73,867-66.3% | $143,757-82.7% | $68,494-63.7% |
| Participation rate | 76.0% | 66.7%+9.3pp | 80.3%-4.3pp | 67.9%+8.1pp |
| Annual return | -13.41% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,185 | $3,184-62.8% | $4,951-76.1% | $2,596-54.4% |
| Participant deferral / active EE | $1,436 | $3,384-57.6% | $5,637-74.5% | $4,027-64.3% |
| Admin fee / account holder | $595 | $5,755-89.7% | $14,673-95.9% | $5,403-89.0% |