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 | $19,011 | $43,327-56.1% | $59,878-68.3% | $64,186-70.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.90% | -1.55%-0.4pp | 3.46%-5.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,676 | $2,028-17.4% | $2,722-38.4% | $2,381-29.6% |
| Participant deferral / active EE | $964 | $2,546-62.2% | $3,402-71.7% | $3,470-72.2% |
| Admin fee / account holder | $2,386 | $3,005-20.6% | $3,590-33.5% | $4,888-51.2% |