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 10-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 | $85,833 | $57,354+49.7% | $83,848+2.4% | $64,186+33.7% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -5.47% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,355 | $2,545-7.5% | $3,631-35.1% | $2,381-1.1% |
| Participant deferral / active EE | $7,406 | $2,993+147.4% | $4,082+81.4% | $3,470+113.5% |
| Admin fee / account holder | $24,324 | $4,046+501.3% | $5,478+344.0% | $4,888+397.6% |