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 | $19,704 | $32,117-38.6% | $71,086-72.3% | $64,186-69.3% |
| Participation rate | 73.7% | 42.7%+31.0pp | 54.7%+19.0pp | 69.6%+4.1pp |
| Annual return | -5.89% | -5.57%-0.3pp | 650.59%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $752 | $712+5.6% | $1,088-30.8% | $2,381-68.4% |
| Participant deferral / active EE | $1,038 | $1,263-17.8% | $1,874-44.6% | $3,470-70.1% |
| Admin fee / account holder | $1,201 | $2,759-56.5% | $3,082-61.0% | $4,888-75.4% |