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 8-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 | $22,563 | $82,664-72.7% | $125,339-82.0% | $68,494-67.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,223 | $3,381-4.7% | $4,814-33.0% | $2,596+24.2% |
| Participant deferral / active EE | $7,272 | $6,110+19.0% | $7,446-2.3% | $4,027+80.6% |
| Admin fee / account holder | $6,750 | $6,275+7.6% | $10,010-32.6% | $5,403+24.9% |