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 | $14,955 | $45,863-67.4% | $77,024-80.6% | $68,494-78.2% |
| Participation rate | 84.4% | 55.9%+28.5pp | 67.9%+16.5pp | 67.9%+16.5pp |
| Annual return | -16.99% | 1.72%-18.7pp | 42.32%-59.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $900 | $1,650-45.4% | $2,812-68.0% | $2,596-65.3% |
| Participant deferral / active EE | $1,564 | $2,962-47.2% | $4,426-64.7% | $4,027-61.2% |
| Admin fee / account holder | $655 | $3,041-78.4% | $5,425-87.9% | $5,403-87.9% |