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 10-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 | $91,887 | $54,350+69.1% | $82,719+11.1% | $68,494+34.2% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -14.37% | -13.67%-0.7pp | 701.18%-715.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $569 | $2,218-74.3% | $3,009-81.1% | $2,596-78.1% |
| Participant deferral / active EE | $4,893 | $3,246+50.7% | $4,395+11.3% | $4,027+21.5% |
| Admin fee / account holder | $1,017 | $4,395-76.9% | $5,329-80.9% | $5,403-81.2% |