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 | $22,759 | $82,664-72.5% | $125,339-81.8% | $68,494-66.8% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,096 | $3,381-38.0% | $4,814-56.5% | $2,596-19.3% |
| Participant deferral / active EE | $4,782 | $6,110-21.7% | $7,446-35.8% | $4,027+18.7% |
| Admin fee / account holder | $4,440 | $6,275-29.3% | $10,010-55.6% | $5,403-17.8% |