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 6-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 | $91,473 | $82,664+10.7% | $125,339-27.0% | $68,494+33.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,954 | $3,381-42.2% | $4,814-59.4% | $2,596-24.7% |
| Participant deferral / active EE | $3,973 | $6,110-35.0% | $7,446-46.6% | $4,027-1.3% |
| Admin fee / account holder | $5,132 | $6,275-18.2% | $10,010-48.7% | $5,403-5.0% |