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 | $12,826 | $43,327-70.4% | $59,878-78.6% | $64,186-80.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.48% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $484 | $2,028-76.1% | $2,722-82.2% | $2,381-79.7% |
| Participant deferral / active EE | $1,175 | $2,546-53.8% | $3,402-65.5% | $3,470-66.1% |
| Admin fee / account holder | $885 | $3,005-70.5% | $3,590-75.3% | $4,888-81.9% |