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 | $16,933 | $73,867-77.1% | $143,757-88.2% | $68,494-75.3% |
| Participation rate | 98.1% | 66.7%+31.5pp | 80.3%+17.8pp | 67.9%+30.3pp |
| Annual return | -6.57% | 1.01%-7.6pp | -0.04%-6.5pp | -7.84%+1.3pp |
| Employer contribution / active EE | $1,007 | $3,184-68.4% | $4,951-79.7% | $2,596-61.2% |
| Participant deferral / active EE | $1,259 | $3,384-62.8% | $5,637-77.7% | $4,027-68.7% |
| Admin fee / account holder | $3,830 | $5,755-33.4% | $14,673-73.9% | $5,403-29.1% |