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 4-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 | $89,896 | $78,672+14.3% | $109,143-17.6% | $85,850+4.7% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $832 | $2,735-69.6% | $3,722-77.6% | $2,565-67.5% |
| Participant deferral / active EE | $2,279 | $3,467-34.3% | $4,653-51.0% | $3,952-42.3% |
| Admin fee / account holder | $4,736 | $5,469-13.4% | $6,752-29.9% | $6,260-24.3% |