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 | $16,279 | $69,518-76.6% | $59,878-72.8% | $135,375-88.0% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.7%+10.3pp | 82.6%+2.4pp |
| Annual return | -3.79% | 7.94%-11.7pp | 3.46%-7.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,843 | $3,235-12.1% | $2,722+4.5% | $4,779-40.5% |
| Participant deferral / active EE | $2,266 | $4,206-46.1% | $3,402-33.4% | $5,609-59.6% |
| Admin fee / account holder | $6,255 | $5,734+9.1% | $3,590+74.2% | $10,827-42.2% |