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 | $121,970 | $54,350+124.4% | $82,719+47.5% | $68,494+78.1% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -17.83% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,631 | $2,218+198.9% | $3,009+120.4% | $2,596+155.4% |
| Participant deferral / active EE | $8,673 | $3,246+167.2% | $4,395+97.3% | $4,027+115.4% |
| Admin fee / account holder | $4,794 | $4,395+9.1% | $5,329-10.0% | $5,403-11.3% |