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 5-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 | $74,790 | $95,416-21.6% | $185,823-59.8% | $85,850-12.9% |
| Participation rate | 85.9% | 68.8%+17.2pp | 81.7%+4.2pp | 69.3%+16.6pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.05%-122.1pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,526 | $3,314-53.9% | $5,167-70.5% | $2,565-40.5% |
| Participant deferral / active EE | $3,769 | $3,423+10.1% | $5,568-32.3% | $3,952-4.6% |
| Admin fee / account holder | $2,033 | $7,213-71.8% | $16,237-87.5% | $6,260-67.5% |