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 3-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 | $64,003 | $77,899-17.8% | $149,673-57.2% | $75,163-14.8% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $5,747 | $3,137+83.2% | $4,818+19.3% | $2,670+115.3% |
| Participant deferral / active EE | $11,050 | $3,411+224.0% | $5,680+94.5% | $4,125+167.9% |
| Admin fee / account holder | $4,019 | $5,956-32.5% | $13,210-69.6% | $5,651-28.9% |