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 6-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 | $17,464 | $54,350-67.9% | $82,719-78.9% | $68,494-74.5% |
| Participation rate | 91.2% | 63.9%+27.3pp | 72.6%+18.6pp | 67.9%+23.3pp |
| Annual return | -1.09% | -13.67%+12.6pp | 701.18%-702.3pp | -7.84%+6.7pp |
| Employer contribution / active EE | $2,814 | $2,218+26.9% | $3,009-6.5% | $2,596+8.4% |
| Participant deferral / active EE | $5,594 | $3,246+72.3% | $4,395+27.3% | $4,027+38.9% |
| Admin fee / account holder | $992 | $4,395-77.4% | $5,329-81.4% | $5,403-81.6% |