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 | $2,629 | $27,641-90.5% | $61,373-95.7% | $68,494-96.2% |
| Participation rate | 93.5% | 39.5%+54.1pp | 52.6%+41.0pp | 67.9%+25.7pp |
| Annual return | -15.96% | -13.24%-2.7pp | 338.61%-354.6pp | -7.84%-8.1pp |
| Employer contribution / active EE | $779 | $695+12.0% | $1,159-32.8% | $2,596-70.0% |
| Participant deferral / active EE | $1,103 | $1,263-12.6% | $2,125-48.1% | $4,027-72.6% |
| Admin fee / account holder | $590 | $2,010-70.6% | $2,130-72.3% | $5,403-89.1% |