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 | $22,941 | $95,193-75.9% | $76,523-70.0% | $135,375-83.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -3.85% | 4.85%-8.7pp | -0.27%-3.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $806 | $3,302-75.6% | $2,647-69.6% | $4,779-83.1% |
| Participant deferral / active EE | $862 | $4,639-81.4% | $3,835-77.5% | $5,609-84.6% |
| Admin fee / account holder | $356 | $6,249-94.3% | $4,848-92.7% | $10,827-96.7% |