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 | $79,396 | $69,010+15.0% | $159,960-50.4% | $68,494+15.9% |
| Participation rate | 93.4% | 65.4%+28.0pp | 78.0%+15.5pp | 67.9%+25.5pp |
| Annual return | -17.19% | -9.65%-7.5pp | 408.60%-425.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,390 | $2,213+53.2% | $4,226-19.8% | $2,596+30.6% |
| Participant deferral / active EE | $7,091 | $4,212+68.4% | $6,182+14.7% | $4,027+76.1% |
| Admin fee / account holder | $13,041 | $4,798+171.8% | $8,698+49.9% | $5,403+141.4% |