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 | $11,121 | $73,867-84.9% | $143,757-92.3% | $68,494-83.8% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -18.68% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,385 | $3,184-56.5% | $4,951-72.0% | $2,596-46.6% |
| Participant deferral / active EE | $1,275 | $3,384-62.3% | $5,637-77.4% | $4,027-68.3% |
| Admin fee / account holder | $1,235 | $5,755-78.5% | $14,673-91.6% | $5,403-77.1% |