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 | $26,817 | $27,641-3.0% | $61,373-56.3% | $68,494-60.8% |
| Participation rate | 88.5% | 39.5%+49.0pp | 52.6%+35.9pp | 67.9%+20.6pp |
| Annual return | -4.29% | -13.24%+8.9pp | 338.61%-342.9pp | -7.84%+3.6pp |
| Employer contribution / active EE | $329 | $695-52.7% | $1,159-71.6% | $2,596-87.3% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,772 | $2,010+137.4% | $2,130+124.1% | $5,403-11.7% |