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 | $22,752 | $46,674-51.3% | $117,472-80.6% | $68,494-66.8% |
| Participation rate | 96.4% | 56.8%+39.7pp | 70.6%+25.8pp | 67.9%+28.5pp |
| Annual return | -13.44% | -14.52%+1.1pp | 29.74%-43.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $3,868 | $1,505+157.1% | $4,176-7.4% | $2,596+49.0% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $325 | $4,020-91.9% | $5,645-94.2% | $5,403-94.0% |