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 | $91,553 | $48,050+90.5% | $85,969+6.5% | $59,632+53.5% |
| Participation rate | 96.8% | 64.5%+32.4pp | 76.5%+20.3pp | 68.7%+28.1pp |
| Annual return | -0.57% | 0.29%-0.9pp | 9.32%-9.9pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $6,011 | $1,640+266.6% | $3,474+73.0% | $2,203+172.9% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,816 | $3,206-43.4% | $6,053-70.0% | $4,297-57.7% |