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 9-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 | $26,872 | $69,010-61.1% | $159,960-83.2% | $68,494-60.8% |
| Participation rate | 91.7% | 65.4%+26.3pp | 78.0%+13.7pp | 67.9%+23.8pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,389 | $2,213+98.3% | $4,226+3.9% | $2,596+69.1% |
| Participant deferral / active EE | $5,410 | $4,212+28.4% | $6,182-12.5% | $4,027+34.3% |
| Admin fee / account holder | $4,895 | $4,798+2.0% | $8,698-43.7% | $5,403-9.4% |