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 9-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 | $17,241 | $73,867-76.7% | $143,757-88.0% | $68,494-74.8% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -17.91% | 1.01%-18.9pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $613 | $3,184-80.8% | $4,951-87.6% | $2,596-76.4% |
| Participant deferral / active EE | $2,513 | $3,384-25.7% | $5,637-55.4% | $4,027-37.6% |
| Admin fee / account holder | $1,097 | $5,755-80.9% | $14,673-92.5% | $5,403-79.7% |