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 | $27,544 | $49,280-44.1% | $67,313-59.1% | $64,186-57.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.55% | -1.39%-5.2pp | -4.08%-2.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,549 | $1,668-7.1% | $2,566-39.6% | $2,381-34.9% |
| Participant deferral / active EE | $2,160 | $2,484-13.0% | $3,568-39.5% | $3,470-37.7% |
| Admin fee / account holder | $1,346 | $3,863-65.2% | $4,507-70.1% | $4,888-72.5% |