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 9-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 | $17,200 | $32,117-46.4% | $71,086-75.8% | $64,186-73.2% |
| Participation rate | 80.4% | 42.7%+37.7pp | 54.7%+25.8pp | 69.6%+10.9pp |
| Annual return | -6.75% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $706 | $712-0.8% | $1,088-35.1% | $2,381-70.3% |
| Participant deferral / active EE | $1,587 | $1,263+25.7% | $1,874-15.3% | $3,470-54.3% |
| Admin fee / account holder | $830 | $2,759-69.9% | $3,082-73.1% | $4,888-83.0% |