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 | $18,750 | $73,867-74.6% | $143,757-87.0% | $68,494-72.6% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -10.59% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,116 | $3,184-33.5% | $4,951-57.3% | $2,596-18.5% |
| Participant deferral / active EE | $1,978 | $3,384-41.6% | $5,637-64.9% | $4,027-50.9% |
| Admin fee / account holder | $742 | $5,755-87.1% | $14,673-94.9% | $5,403-86.3% |