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 | $21,551 | $32,117-32.9% | $71,086-69.7% | $64,186-66.4% |
| Participation rate | 74.3% | 42.7%+31.6pp | 54.7%+19.6pp | 69.6%+4.7pp |
| Annual return | -7.89% | -5.57%-2.3pp | 650.59%-658.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,187 | $712+66.7% | $1,088+9.1% | $2,381-50.1% |
| Participant deferral / active EE | $2,616 | $1,263+107.1% | $1,874+39.6% | $3,470-24.6% |
| Admin fee / account holder | $2,413 | $2,759-12.6% | $3,082-21.7% | $4,888-50.6% |