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 | $105,980 | $54,350+95.0% | $82,719+28.1% | $68,494+54.7% |
| Participation rate | 97.9% | 63.9%+34.0pp | 72.6%+25.4pp | 67.9%+30.0pp |
| Annual return | -14.58% | -13.67%-0.9pp | 701.18%-715.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,231 | $2,218+226.0% | $3,009+140.3% | $2,596+178.5% |
| Participant deferral / active EE | $8,104 | $3,246+149.7% | $4,395+84.4% | $4,027+101.2% |
| Admin fee / account holder | $21,331 | $4,395+385.3% | $5,329+300.3% | $5,403+294.8% |