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 | $15,655 | $54,350-71.2% | $82,719-81.1% | $68,494-77.1% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -18.21% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,861 | $2,218+29.0% | $3,009-4.9% | $2,596+10.2% |
| Participant deferral / active EE | $5,437 | $3,246+67.5% | $4,395+23.7% | $4,027+35.0% |
| Admin fee / account holder | $5,545 | $4,395+26.1% | $5,329+4.0% | $5,403+2.6% |