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 | $96,829 | $82,664+17.1% | $125,339-22.7% | $68,494+41.4% |
| Participation rate | 89.2% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.3pp |
| Annual return | -14.55% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,513 | $3,381+33.5% | $4,814-6.2% | $2,596+73.8% |
| Participant deferral / active EE | $12,483 | $6,110+104.3% | $7,446+67.6% | $4,027+210.0% |
| Admin fee / account holder | $7,376 | $6,275+17.5% | $10,010-26.3% | $5,403+36.5% |