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 | $10,539 | $42,894-75.4% | $60,874-82.7% | $68,494-84.6% |
| Participation rate | 98.5% | 66.8%+31.7pp | 73.1%+25.4pp | 67.9%+30.6pp |
| Annual return | -15.92% | -13.98%-1.9pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $737 | $1,978-62.7% | $2,701-72.7% | $2,596-71.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $384 | $3,101-87.6% | $3,224-88.1% | $5,403-92.9% |