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 | $102,876 | $82,664+24.5% | $125,339-17.9% | $68,494+50.2% |
| Participation rate | 87.3% | 75.0%+12.3pp | 82.4%+5.0pp | 67.9%+19.4pp |
| Annual return | -12.55% | -5.97%-6.6pp | 572.05%-584.6pp | -7.84%-4.7pp |
| Employer contribution / active EE | $10,102 | $3,381+198.8% | $4,814+109.9% | $2,596+289.1% |
| Participant deferral / active EE | $11,553 | $6,110+89.1% | $7,446+55.1% | $4,027+186.9% |
| Admin fee / account holder | $9,486 | $6,275+51.2% | $10,010-5.2% | $5,403+75.6% |