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 | $18,863 | $82,286-77.1% | $68,791-72.6% | $134,475-86.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.47% | -2.19%-13.3pp | -6.38%-9.1pp | 417.96%-433.4pp |
| Employer contribution / active EE | $827 | $3,301-74.9% | $2,655-68.9% | $4,740-82.6% |
| Participant deferral / active EE | $1,036 | $4,739-78.1% | $3,941-73.7% | $6,400-83.8% |
| Admin fee / account holder | $327 | $6,481-95.0% | $4,932-93.4% | $11,426-97.1% |