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 10-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 | $93,069 | $55,449+67.8% | $83,848+11.0% | $56,287+65.3% |
| Participation rate | 87.4% | 68.0%+19.4pp | 76.1%+11.2pp | 69.9%+17.5pp |
| Annual return | -4.44% | -1.38%-3.1pp | 850.88%-855.3pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,754 | $2,430-27.8% | $3,631-51.7% | $2,111-16.9% |
| Participant deferral / active EE | $6,754 | $2,935+130.1% | $4,082+65.5% | $3,350+101.6% |
| Admin fee / account holder | $2,188 | $656+233.5% | $5,478-60.1% | $521+320.0% |