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 | $16,097 | $73,867-78.2% | $143,757-88.8% | $68,494-76.5% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.63% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,376 | $3,184-56.8% | $4,951-72.2% | $2,596-47.0% |
| Participant deferral / active EE | $1,166 | $3,384-65.5% | $5,637-79.3% | $4,027-71.0% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,673-97.8% | $5,403-94.0% |