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 | $15,765 | $73,867-78.7% | $143,757-89.0% | $68,494-77.0% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -15.12% | 1.01%-16.1pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $991 | $3,184-68.9% | $4,951-80.0% | $2,596-61.8% |
| Participant deferral / active EE | $1,599 | $3,384-52.8% | $5,637-71.6% | $4,027-60.3% |
| Admin fee / account holder | $427 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |