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 | $23,847 | $62,586-61.9% | $76,768-68.9% | $64,186-62.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.09% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,491 | $1,832-18.6% | $2,485-40.0% | $2,381-37.4% |
| Participant deferral / active EE | $3,028 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $857 | $4,667-81.6% | $6,675-87.2% | $4,888-82.5% |