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 | $11,833 | $73,867-84.0% | $143,757-91.8% | $68,494-82.7% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -15.47% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,740 | $3,184-45.4% | $4,951-64.9% | $2,596-33.0% |
| Participant deferral / active EE | $1,340 | $3,384-60.4% | $5,637-76.2% | $4,027-66.7% |
| Admin fee / account holder | $1,593 | $5,755-72.3% | $14,673-89.1% | $5,403-70.5% |