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 | $18,928 | $95,862-80.3% | $79,550-76.2% | $134,475-85.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -20.29% | -2.69%-17.6pp | 0.16%-20.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $669 | $3,128-78.6% | $2,413-72.3% | $4,740-85.9% |
| Participant deferral / active EE | $2,430 | $4,693-48.2% | $3,985-39.0% | $6,400-62.0% |
| Admin fee / account holder | $412 | $9,126-95.5% | $6,832-94.0% | $11,426-96.4% |