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 | $98,653 | $57,354+72.0% | $83,848+17.7% | $64,186+53.7% |
| Participation rate | 74.4% | 68.6%+5.8pp | 76.1%-1.7pp | 69.6%+4.9pp |
| Annual return | -5.87% | 11.38%-17.3pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,675 | $2,545+44.4% | $3,631+1.2% | $2,381+54.4% |
| Participant deferral / active EE | $9,579 | $2,993+220.0% | $4,082+134.7% | $3,470+176.1% |
| Admin fee / account holder | $10,510 | $4,046+159.8% | $5,478+91.9% | $4,888+115.0% |