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 8-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 | $94,140 | $59,107+59.3% | $86,436+8.9% | $68,494+37.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.44% | -0.23%-15.2pp | 4394.89%-4410.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,655 | $2,519+124.5% | $3,769+50.1% | $2,596+117.8% |
| Participant deferral / active EE | $7,227 | $5,901+22.5% | $6,952+4.0% | $4,027+79.5% |
| Admin fee / account holder | $6,838 | $5,637+21.3% | $6,731+1.6% | $5,403+26.6% |