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 | $25,914 | $82,664-68.7% | $125,339-79.3% | $68,494-62.2% |
| Participation rate | 89.2% | 75.0%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | 11.69% | -5.97%+17.7pp | 572.05%-560.4pp | -7.84%+19.5pp |
| Employer contribution / active EE | $4,590 | $3,381+35.7% | $4,814-4.7% | $2,596+76.8% |
| Participant deferral / active EE | $9,026 | $6,110+47.7% | $7,446+21.2% | $4,027+124.1% |
| Admin fee / account holder | $1,696 | $6,275-73.0% | $10,010-83.1% | $5,403-68.6% |