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 | $11,715 | $54,350-78.4% | $82,719-85.8% | $68,494-82.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -13.87% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,811 | $2,218-18.3% | $3,009-39.8% | $2,596-30.2% |
| Participant deferral / active EE | $2,699 | $3,246-16.8% | $4,395-38.6% | $4,027-33.0% |
| Admin fee / account holder | $377 | $4,395-91.4% | $5,329-92.9% | $5,403-93.0% |