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 | $59,014 | $45,863+28.7% | $77,024-23.4% | $68,494-13.8% |
| Participation rate | 88.5% | 55.9%+32.5pp | 67.9%+20.6pp | 67.9%+20.6pp |
| Annual return | -17.12% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,628 | $1,650+180.6% | $2,812+64.6% | $2,596+78.3% |
| Participant deferral / active EE | $7,829 | $2,962+164.3% | $4,426+76.9% | $4,027+94.4% |
| Admin fee / account holder | $348 | $3,041-88.6% | $5,425-93.6% | $5,403-93.6% |