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 | $77,342 | $59,107+30.9% | $86,436-10.5% | $68,494+12.9% |
| Participation rate | 88.0% | 75.2%+12.8pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -16.17% | -0.23%-15.9pp | 4394.89%-4411.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $587 | $2,519-76.7% | $3,769-84.4% | $2,596-77.4% |
| Participant deferral / active EE | $4,534 | $5,901-23.2% | $6,952-34.8% | $4,027+12.6% |
| Admin fee / account holder | $16,056 | $5,637+184.8% | $6,731+138.5% | $5,403+197.2% |