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 | $26,774 | $59,107-54.7% | $86,436-69.0% | $68,494-60.9% |
| Participation rate | 78.9% | 75.2%+3.7pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -18.21% | -0.23%-18.0pp | 4394.89%-4413.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,287 | $2,519+70.2% | $3,769+13.8% | $2,596+65.1% |
| Participant deferral / active EE | $8,002 | $5,901+35.6% | $6,952+15.1% | $4,027+98.7% |
| Admin fee / account holder | $10,663 | $5,637+89.2% | $6,731+58.4% | $5,403+97.4% |