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 5-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 | $134,680 | $54,350+147.8% | $82,719+62.8% | $68,494+96.6% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.92% | -13.67%-4.2pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,626 | $2,218+153.6% | $3,009+87.0% | $2,596+116.7% |
| Participant deferral / active EE | $6,817 | $3,246+110.0% | $4,395+55.1% | $4,027+69.3% |
| Admin fee / account holder | $3,586 | $4,395-18.4% | $5,329-32.7% | $5,403-33.6% |