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 9-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 | $21,395 | $82,664-74.1% | $125,339-82.9% | $68,494-68.8% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | 2.89% | -5.97%+8.9pp | 572.05%-569.2pp | -7.84%+10.7pp |
| Employer contribution / active EE | $3,760 | $3,381+11.2% | $4,814-21.9% | $2,596+44.8% |
| Participant deferral / active EE | $9,798 | $6,110+60.4% | $7,446+31.6% | $4,027+143.3% |
| Admin fee / account holder | $2,318 | $6,275-63.1% | $10,010-76.8% | $5,403-57.1% |