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 | $12,428 | $85,790-85.5% | $67,313-81.5% | $135,375-90.8% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -1.38% | -0.54%-0.8pp | -4.08%+2.7pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,609 | $3,487-53.9% | $2,566-37.3% | $4,779-66.3% |
| Participant deferral / active EE | $2,932 | $4,651-37.0% | $3,568-17.8% | $5,609-47.7% |
| Admin fee / account holder | $674 | $6,392-89.5% | $4,507-85.0% | $10,827-93.8% |