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 | $80,730 | $54,350+48.5% | $82,719-2.4% | $68,494+17.9% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.9pp | 67.9%+29.5pp |
| Annual return | -12.00% | -13.67%+1.7pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,301 | $2,218+93.9% | $3,009+42.9% | $2,596+65.7% |
| Participant deferral / active EE | $5,293 | $3,246+63.1% | $4,395+20.4% | $4,027+31.4% |
| Admin fee / account holder | $1,423 | $4,395-67.6% | $5,329-73.3% | $5,403-73.7% |