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 | $12,794 | $54,229-76.4% | $70,092-81.7% | $68,494-81.3% |
| Participation rate | 77.8% | 64.5%+13.3pp | 70.5%+7.3pp | 67.9%+9.9pp |
| Annual return | -12.76% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $523 | $4,694-88.9% | $6,267-91.6% | $5,403-90.3% |