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 | $21,506 | $25,979-17.2% | $71,735-70.0% | $68,494-68.6% |
| Participation rate | 97.0% | 54.5%+42.5pp | 62.3%+34.7pp | 67.9%+29.1pp |
| Annual return | -16.85% | -15.10%-1.8pp | 9.14%-26.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,959 | $900+450.7% | $1,704+191.0% | $2,596+91.0% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $916 | $2,022-54.7% | $3,974-76.9% | $5,403-83.0% |