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 | $11,758 | $27,641-57.5% | $61,373-80.8% | $68,494-82.8% |
| Participation rate | 73.9% | 39.5%+34.4pp | 52.6%+21.3pp | 67.9%+6.0pp |
| Annual return | -13.40% | -13.24%-0.2pp | 338.61%-352.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $692 | $695-0.5% | $1,159-40.3% | $2,596-73.3% |
| Participant deferral / active EE | $1,309 | $1,263+3.6% | $2,125-38.4% | $4,027-67.5% |
| Admin fee / account holder | $695 | $2,010-65.4% | $2,130-67.4% | $5,403-87.1% |