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 | $14,136 | $73,867-80.9% | $143,757-90.2% | $68,494-79.4% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -13.18% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,232 | $3,184-61.3% | $4,951-75.1% | $2,596-52.5% |
| Participant deferral / active EE | $1,891 | $3,384-44.1% | $5,637-66.5% | $4,027-53.0% |
| Admin fee / account holder | $12,228 | $5,755+112.5% | $14,673-16.7% | $5,403+126.3% |