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 | $20,898 | $82,664-74.7% | $125,339-83.3% | $68,494-69.5% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $725 | $3,381-78.5% | $4,814-84.9% | $2,596-72.1% |
| Participant deferral / active EE | $4,512 | $6,110-26.2% | $7,446-39.4% | $4,027+12.0% |
| Admin fee / account holder | $881 | $6,275-86.0% | $10,010-91.2% | $5,403-83.7% |