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 | $17,749 | $27,641-35.8% | $61,373-71.1% | $68,494-74.1% |
| Participation rate | 97.2% | 39.5%+57.7pp | 52.6%+44.7pp | 67.9%+29.3pp |
| Annual return | -18.28% | -13.24%-5.0pp | 338.61%-356.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $807 | $695+16.0% | $1,159-30.4% | $2,596-68.9% |
| Participant deferral / active EE | $1,716 | $1,263+35.8% | $2,125-19.3% | $4,027-57.4% |
| Admin fee / account holder | $401 | $2,010-80.1% | $2,130-81.2% | $5,403-92.6% |