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 | $20,719 | $27,641-25.0% | $61,373-66.2% | $68,494-69.8% |
| Participation rate | 93.1% | 39.5%+53.6pp | 52.6%+40.5pp | 67.9%+25.2pp |
| Annual return | -14.85% | -13.24%-1.6pp | 338.61%-353.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,221 | $695+75.5% | $1,159+5.3% | $2,596-53.0% |
| Participant deferral / active EE | $1,857 | $1,263+47.0% | $2,125-12.6% | $4,027-53.9% |
| Admin fee / account holder | $425 | $2,010-78.9% | $2,130-80.1% | $5,403-92.1% |