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 | $11,135 | $54,350-79.5% | $82,719-86.5% | $68,494-83.7% |
| Participation rate | 92.0% | 63.9%+28.1pp | 72.6%+19.4pp | 67.9%+24.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $3,201 | $2,218+44.3% | $3,009+6.4% | $2,596+23.3% |
| Participant deferral / active EE | $7,438 | $3,246+129.1% | $4,395+69.2% | $4,027+84.7% |
| Admin fee / account holder | $629 | $4,395-85.7% | $5,329-88.2% | $5,403-88.4% |