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 5-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 | $14,383 | $69,010-79.2% | $159,960-91.0% | $68,494-79.0% |
| Participation rate | 92.7% | 65.4%+27.3pp | 78.0%+14.8pp | 67.9%+24.8pp |
| Annual return | -15.35% | -9.65%-5.7pp | 408.60%-424.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,381 | $2,213+97.9% | $4,226+3.7% | $2,596+68.7% |
| Participant deferral / active EE | $8,746 | $4,212+107.7% | $6,182+41.5% | $4,027+117.2% |
| Admin fee / account holder | $570 | $4,798-88.1% | $8,698-93.4% | $5,403-89.4% |