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 9-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 | $97,478 | $64,707+50.6% | $112,228-13.1% | $68,494+42.3% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $17,262 | $2,746+528.6% | $3,635+374.9% | $2,596+564.9% |
| Participant deferral / active EE | $8,851 | $3,565+148.3% | $4,728+87.2% | $4,027+119.8% |
| Admin fee / account holder | $7,899 | $5,232+51.0% | $6,410+23.2% | $5,403+46.2% |