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 | $21,202 | $54,350-61.0% | $82,719-74.4% | $68,494-69.0% |
| Participation rate | 90.6% | 63.9%+26.6pp | 72.6%+18.0pp | 67.9%+22.7pp |
| Annual return | -16.81% | -13.67%-3.1pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,366 | $2,218-38.4% | $3,009-54.6% | $2,596-47.4% |
| Participant deferral / active EE | $2,233 | $3,246-31.2% | $4,395-49.2% | $4,027-44.5% |
| Admin fee / account holder | $993 | $4,395-77.4% | $5,329-81.4% | $5,403-81.6% |