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 7-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 | $21,854 | $54,350-59.8% | $82,719-73.6% | $68,494-68.1% |
| Participation rate | 91.8% | 63.9%+27.9pp | 72.6%+19.3pp | 67.9%+23.9pp |
| Annual return | -17.87% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $764 | $2,218-65.6% | $3,009-74.6% | $2,596-70.6% |
| Participant deferral / active EE | $1,930 | $3,246-40.5% | $4,395-56.1% | $4,027-52.1% |
| Admin fee / account holder | $309 | $4,395-93.0% | $5,329-94.2% | $5,403-94.3% |