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 | $21,848 | $27,641-21.0% | $61,373-64.4% | $68,494-68.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -17.01% | -13.24%-3.8pp | 338.61%-355.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,551 | $695+123.0% | $1,159+33.8% | $2,596-40.3% |
| Participant deferral / active EE | $2,651 | $1,263+109.8% | $2,125+24.7% | $4,027-34.2% |
| Admin fee / account holder | $7,334 | $2,010+264.9% | $2,130+244.4% | $5,403+35.7% |