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 9-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 | $25,617 | $54,350-52.9% | $82,719-69.0% | $68,494-62.6% |
| Participation rate | 80.9% | 63.9%+16.9pp | 72.6%+8.3pp | 67.9%+13.0pp |
| Annual return | -16.77% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,708 | $2,218-23.0% | $3,009-43.2% | $2,596-34.2% |
| Participant deferral / active EE | $3,095 | $3,246-4.7% | $4,395-29.6% | $4,027-23.2% |
| Admin fee / account holder | $388 | $4,395-91.2% | $5,329-92.7% | $5,403-92.8% |