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 7-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 | $11,316 | $45,863-75.3% | $77,024-85.3% | $68,494-83.5% |
| Participation rate | 93.2% | 55.9%+37.3pp | 67.9%+25.3pp | 67.9%+25.3pp |
| Annual return | -18.10% | 1.72%-19.8pp | 42.32%-60.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,508 | $1,650+52.0% | $2,812-10.8% | $2,596-3.4% |
| Participant deferral / active EE | $3,879 | $2,962+30.9% | $4,426-12.4% | $4,027-3.7% |
| Admin fee / account holder | $744 | $3,041-75.5% | $5,425-86.3% | $5,403-86.2% |