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 | $24,991 | $211,958-88.2% | $169,463-85.3% | $135,375-81.5% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -8.20% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $467 | $5,120-90.9% | $4,159-88.8% | $4,779-90.2% |
| Participant deferral / active EE | $1,843 | $6,075-69.7% | $5,277-65.1% | $5,609-67.1% |
| Admin fee / account holder | $1,481 | $11,471-87.1% | $9,109-83.7% | $10,827-86.3% |