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 | $12,009 | $43,327-72.3% | $59,878-79.9% | $64,186-81.3% |
| Participation rate | 70.0% | 69.2%+0.8pp | 74.7%-4.7pp | 69.6%+0.4pp |
| Annual return | -5.51% | -1.55%-4.0pp | 3.46%-9.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,575 | $2,028-22.3% | $2,722-42.1% | $2,381-33.8% |
| Participant deferral / active EE | $1,686 | $2,546-33.8% | $3,402-50.4% | $3,470-51.4% |
| Admin fee / account holder | $1,092 | $3,005-63.7% | $3,590-69.6% | $4,888-77.7% |