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 | $11,626 | $95,193-87.8% | $76,523-84.8% | $135,375-91.4% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -7.82% | 4.85%-12.7pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,161 | $3,302-64.8% | $2,647-56.1% | $4,779-75.7% |
| Participant deferral / active EE | $6,721 | $4,639+44.9% | $3,835+75.2% | $5,609+19.8% |
| Admin fee / account holder | $4,908 | $6,249-21.4% | $4,848+1.2% | $10,827-54.7% |