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 9-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 | $11,350 | $73,867-84.6% | $143,757-92.1% | $68,494-83.4% |
| Participation rate | 76.3% | 66.7%+9.6pp | 80.3%-4.0pp | 67.9%+8.4pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,407 | $3,184-55.8% | $4,951-71.6% | $2,596-45.8% |
| Participant deferral / active EE | $1,812 | $3,384-46.5% | $5,637-67.9% | $4,027-55.0% |
| Admin fee / account holder | $1,330 | $5,755-76.9% | $14,673-90.9% | $5,403-75.4% |