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 | $75,590 | $54,350+39.1% | $82,719-8.6% | $68,494+10.4% |
| Participation rate | 95.0% | 63.9%+31.1pp | 72.6%+22.4pp | 67.9%+27.1pp |
| Annual return | -16.79% | -13.67%-3.1pp | 701.18%-718.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $13,811 | $2,218+522.7% | $3,009+359.0% | $2,596+432.0% |
| Participant deferral / active EE | $4,955 | $3,246+52.6% | $4,395+12.7% | $4,027+23.0% |
| Admin fee / account holder | $4,632 | $4,395+5.4% | $5,329-13.1% | $5,403-14.3% |