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 | $12,743 | $49,177-74.1% | $79,464-84.0% | $64,186-80.1% |
| Participation rate | 70.4% | 65.0%+5.3pp | 73.3%-3.0pp | 69.6%+0.8pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $745 | $2,076-64.1% | $2,800-73.4% | $2,381-68.7% |
| Participant deferral / active EE | $1,552 | $2,821-45.0% | $3,704-58.1% | $3,470-55.3% |
| Admin fee / account holder | $1,590 | $3,839-58.6% | $5,113-68.9% | $4,888-67.5% |