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 | $18,374 | $54,350-66.2% | $82,719-77.8% | $68,494-73.2% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -13.82% | -13.67%-0.1pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,674 | $2,218-24.5% | $3,009-44.4% | $2,596-35.5% |
| Participant deferral / active EE | $1,660 | $3,246-48.9% | $4,395-62.2% | $4,027-58.8% |
| Admin fee / account holder | $721 | $4,395-83.6% | $5,329-86.5% | $5,403-86.6% |