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 | $21,372 | $82,664-74.1% | $125,339-82.9% | $68,494-68.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,904 | $3,381+15.5% | $4,814-18.9% | $2,596+50.4% |
| Participant deferral / active EE | $7,077 | $6,110+15.8% | $7,446-5.0% | $4,027+75.7% |
| Admin fee / account holder | $3,389 | $6,275-46.0% | $10,010-66.1% | $5,403-37.3% |