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 | $80,221 | $48,265+66.2% | $68,791+16.6% | $68,494+17.1% |
| Participation rate | 96.1% | 60.7%+35.4pp | 69.0%+27.1pp | 67.9%+28.2pp |
| Annual return | -13.87% | -12.71%-1.2pp | -6.38%-7.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,905 | $1,829+168.2% | $2,655+84.7% | $2,596+88.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,935 | $4,355-55.6% | $4,932-60.8% | $5,403-64.2% |