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 | $93,508 | $54,350+72.0% | $82,719+13.0% | $68,494+36.5% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -17.66% | -13.67%-4.0pp | 701.18%-718.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,482 | $2,218+57.0% | $3,009+15.7% | $2,596+34.1% |
| Participant deferral / active EE | $6,101 | $3,246+88.0% | $4,395+38.8% | $4,027+51.5% |
| Admin fee / account holder | $1,669 | $4,395-62.0% | $5,329-68.7% | $5,403-69.1% |