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 6-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 | $62,215 | $48,046+29.5% | $84,611-26.5% | $72,985-14.8% |
| Participation rate | 80.0% | 57.6%+22.4pp | 68.2%+11.8pp | 69.5%+10.5pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $640 | $1,602-60.0% | $2,652-75.9% | $2,440-73.8% |
| Participant deferral / active EE | $1,216 | $2,680-54.7% | $3,899-68.8% | $3,607-66.3% |
| Admin fee / account holder | $10,480 | $3,395+208.7% | $4,912+113.3% | $5,124+104.5% |