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 4-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 | $5,505 | $27,641-80.1% | $61,373-91.0% | $68,494-92.0% |
| Participation rate | 77.4% | 39.5%+37.9pp | 52.6%+24.9pp | 67.9%+9.5pp |
| Annual return | -17.86% | -13.24%-4.6pp | 338.61%-356.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,525 | $695+263.0% | $1,159+117.7% | $2,596-2.8% |
| Participant deferral / active EE | $1,209 | $1,263-4.3% | $2,125-43.1% | $4,027-70.0% |
| Admin fee / account holder | $1,026 | $2,010-48.9% | $2,130-51.8% | $5,403-81.0% |