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 6-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 | $130,521 | $82,664+57.9% | $125,339+4.1% | $68,494+90.6% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -19.01% | -5.97%-13.0pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $4,478 | $3,381+32.5% | $4,814-7.0% | $2,596+72.5% |
| Participant deferral / active EE | $8,652 | $6,110+41.6% | $7,446+16.2% | $4,027+114.8% |
| Admin fee / account holder | $4,765 | $6,275-24.1% | $10,010-52.4% | $5,403-11.8% |