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 | $14,499 | $73,867-80.4% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 73.7% | 66.7%+7.0pp | 80.3%-6.6pp | 67.9%+5.8pp |
| Annual return | -18.37% | 1.01%-19.4pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $847 | $3,184-73.4% | $4,951-82.9% | $2,596-67.4% |
| Participant deferral / active EE | $1,220 | $3,384-64.0% | $5,637-78.4% | $4,027-69.7% |
| Admin fee / account holder | $2,932 | $5,755-49.0% | $14,673-80.0% | $5,403-45.7% |