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 | $14,692 | $73,867-80.1% | $143,757-89.8% | $68,494-78.5% |
| Participation rate | 70.8% | 66.7%+4.2pp | 80.3%-9.5pp | 67.9%+2.9pp |
| Annual return | -9.46% | 1.01%-10.5pp | -0.04%-9.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,585 | $3,184-50.2% | $4,951-68.0% | $2,596-39.0% |
| Participant deferral / active EE | $1,634 | $3,384-51.7% | $5,637-71.0% | $4,027-59.4% |
| Admin fee / account holder | $1,983 | $5,755-65.5% | $14,673-86.5% | $5,403-63.3% |