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 | $14,691 | $49,177-70.1% | $79,464-81.5% | $64,186-77.1% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -7.87% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,269 | $2,821-19.6% | $3,704-38.8% | $3,470-34.6% |
| Admin fee / account holder | $1,565 | $3,839-59.2% | $5,113-69.4% | $4,888-68.0% |