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 7-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 | $92,488 | $76,000+21.7% | $154,107-40.0% | $64,186+44.1% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -5.12% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $13,476 | $3,351+302.2% | $5,298+154.4% | $2,381+466.0% |
| Participant deferral / active EE | $3,273 | $3,175+3.1% | $5,081-35.6% | $3,470-5.7% |
| Admin fee / account holder | $5,987 | $5,596+7.0% | $13,411-55.4% | $4,888+22.5% |