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 | $4,760 | $27,641-82.8% | $61,373-92.2% | $68,494-93.1% |
| Participation rate | 98.2% | 39.5%+58.8pp | 52.6%+45.7pp | 67.9%+30.4pp |
| Annual return | -13.96% | -13.24%-0.7pp | 338.61%-352.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $351 | $695-49.5% | $1,159-69.7% | $2,596-86.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $353 | $2,010-82.5% | $2,130-83.4% | $5,403-93.5% |