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 | $16,511 | $27,641-40.3% | $61,373-73.1% | $68,494-75.9% |
| Participation rate | 80.0% | 39.5%+40.5pp | 52.6%+27.4pp | 67.9%+12.1pp |
| Annual return | -17.15% | -13.24%-3.9pp | 338.61%-355.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $164 | $695-76.4% | $1,159-85.8% | $2,596-93.7% |
| Participant deferral / active EE | $502 | $1,263-60.3% | $2,125-76.4% | $4,027-87.5% |
| Admin fee / account holder | $3,276 | $2,010+63.0% | $2,130+53.8% | $5,403-39.4% |