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 5-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 | $22,590 | $27,641-18.3% | $61,373-63.2% | $68,494-67.0% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -5.07% | -13.24%+8.2pp | 338.61%-343.7pp | -7.84%+2.8pp |
| Employer contribution / active EE | $6,696 | $695+862.7% | $1,159+477.5% | $2,596+157.9% |
| Participant deferral / active EE | $2,914 | $1,263+130.7% | $2,125+37.1% | $4,027-27.6% |
| Admin fee / account holder | $671 | $2,010-66.6% | $2,130-68.5% | $5,403-87.6% |