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 8-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 | $19,349 | $82,664-76.6% | $125,339-84.6% | $68,494-71.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -16.53% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,728 | $3,381+39.8% | $4,814-1.8% | $2,596+82.1% |
| Participant deferral / active EE | $7,820 | $6,110+28.0% | $7,446+5.0% | $4,027+94.2% |
| Admin fee / account holder | $2,538 | $6,275-59.6% | $10,010-74.6% | $5,403-53.0% |