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 10-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 | $21,474 | $49,177-56.3% | $79,464-73.0% | $64,186-66.5% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -7.31% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,574 | $2,076+24.0% | $2,800-8.1% | $2,381+8.1% |
| Participant deferral / active EE | $4,562 | $2,821+61.7% | $3,704+23.2% | $3,470+31.5% |
| Admin fee / account holder | $4,426 | $3,839+15.3% | $5,113-13.4% | $4,888-9.5% |