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 | $90,076 | $82,664+9.0% | $125,339-28.1% | $68,494+31.5% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -11.95% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $4,489 | $3,381+32.8% | $4,814-6.7% | $2,596+72.9% |
| Participant deferral / active EE | $11,529 | $6,110+88.7% | $7,446+54.8% | $4,027+186.3% |
| Admin fee / account holder | $19,285 | $6,275+207.3% | $10,010+92.7% | $5,403+257.0% |