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 7-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 | $82,759 | $65,365+26.6% | $92,893-10.9% | $72,985+13.4% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,334 | $2,594-48.6% | $3,653-63.5% | $2,440-45.3% |
| Participant deferral / active EE | $3,281 | $3,128+4.9% | $4,236-22.5% | $3,607-9.0% |
| Admin fee / account holder | $1,713 | $4,251-59.7% | $5,794-70.4% | $5,124-66.6% |