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 | $13,546 | $73,867-81.7% | $143,757-90.6% | $68,494-80.2% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -9.87% | 1.01%-10.9pp | -0.04%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,744 | $3,184-45.2% | $4,951-64.8% | $2,596-32.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,434 | $5,755-75.1% | $14,673-90.2% | $5,403-73.5% |