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 9-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 | $124,722 | $57,354+117.5% | $83,848+48.7% | $64,186+94.3% |
| Participation rate | 98.2% | 68.6%+29.6pp | 76.1%+22.0pp | 69.6%+28.6pp |
| Annual return | -1.11% | 11.38%-12.5pp | 850.88%-852.0pp | 7.63%-8.7pp |
| Employer contribution / active EE | $4,648 | $2,545+82.6% | $3,631+28.0% | $2,381+95.2% |
| Participant deferral / active EE | $6,482 | $2,993+116.6% | $4,082+58.8% | $3,470+86.8% |
| Admin fee / account holder | $75,465 | $4,046+1765.3% | $5,478+1277.6% | $4,888+1443.9% |