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 | $13,139 | $73,867-82.2% | $143,757-90.9% | $68,494-80.8% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -18.69% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $641 | $3,184-79.9% | $4,951-87.0% | $2,596-75.3% |
| Participant deferral / active EE | $1,391 | $3,384-58.9% | $5,637-75.3% | $4,027-65.5% |
| Admin fee / account holder | $502 | $5,755-91.3% | $14,673-96.6% | $5,403-90.7% |