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 6-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 | $14,016 | $73,867-81.0% | $143,757-90.3% | $68,494-79.5% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -13.56% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,896 | $3,184-40.4% | $4,951-61.7% | $2,596-27.0% |
| Participant deferral / active EE | $3,117 | $3,384-7.9% | $5,637-44.7% | $4,027-22.6% |
| Admin fee / account holder | $4,516 | $5,755-21.5% | $14,673-69.2% | $5,403-16.4% |