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 | $16,195 | $43,327-62.6% | $59,878-73.0% | $64,186-74.8% |
| Participation rate | 82.6% | 69.2%+13.4pp | 74.7%+7.9pp | 69.6%+13.0pp |
| Annual return | -2.38% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,309 | $2,028-35.5% | $2,722-51.9% | $2,381-45.0% |
| Participant deferral / active EE | $1,904 | $2,546-25.2% | $3,402-44.0% | $3,470-45.1% |
| Admin fee / account holder | $12,061 | $3,005+301.4% | $3,590+235.9% | $4,888+146.8% |