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 | $16,094 | $86,699-81.4% | $73,307-78.0% | $125,391-87.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 74.9%+14.0pp | 83.2%+5.7pp |
| Annual return | -1.16% | 2.78%-3.9pp | 5.67%-6.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,475 | $4,152-64.5% | $3,237-54.4% | $4,866-69.7% |
| Participant deferral / active EE | $2,584 | $5,550-53.4% | $4,991-48.2% | $5,352-51.7% |
| Admin fee / account holder | $638 | $7,771-91.8% | $5,637-88.7% | $9,540-93.3% |