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 | $13,334 | $43,327-69.2% | $59,878-77.7% | $64,186-79.2% |
| Participation rate | 88.2% | 69.2%+19.1pp | 74.7%+13.5pp | 69.6%+18.7pp |
| Annual return | -5.61% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,224 | $2,546-51.9% | $3,402-64.0% | $3,470-64.7% |
| Admin fee / account holder | $733 | $3,005-75.6% | $3,590-79.6% | $4,888-85.0% |