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 | $19,106 | $57,354-66.7% | $83,848-77.2% | $64,186-70.2% |
| Participation rate | 84.9% | 68.6%+16.3pp | 76.1%+8.8pp | 69.6%+15.4pp |
| Annual return | -6.27% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,370 | $2,545-46.2% | $3,631-62.3% | $2,381-42.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,000 | $4,046-50.6% | $5,478-63.5% | $4,888-59.1% |