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 6-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 | $6,809 | $27,641-75.4% | $61,373-88.9% | $68,494-90.1% |
| Participation rate | 92.0% | 39.5%+52.5pp | 52.6%+39.4pp | 67.9%+24.1pp |
| Annual return | -14.84% | -13.24%-1.6pp | 338.61%-353.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $619 | $695-11.1% | $1,159-46.7% | $2,596-76.2% |
| Participant deferral / active EE | $2,320 | $1,263+83.7% | $2,125+9.2% | $4,027-42.4% |
| Admin fee / account holder | $404 | $2,010-79.9% | $2,130-81.0% | $5,403-92.5% |