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 | $16,753 | $75,828-77.9% | $147,614-88.7% | $59,632-71.9% |
| Participation rate | 84.8% | 71.6%+13.2pp | 84.6%+0.2pp | 68.7%+16.1pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $604 | $3,485-82.7% | $5,564-89.1% | $2,203-72.6% |
| Participant deferral / active EE | $1,837 | $3,130-41.3% | $4,895-62.5% | $3,192-42.5% |
| Admin fee / account holder | $1,473 | $5,985-75.4% | $11,611-87.3% | $4,297-65.7% |