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 | $109,040 | $54,350+100.6% | $82,719+31.8% | $68,494+59.2% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -17.34% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,532 | $2,218+149.4% | $3,009+83.9% | $2,596+113.1% |
| Participant deferral / active EE | $9,075 | $3,246+179.6% | $4,395+106.5% | $4,027+125.3% |
| Admin fee / account holder | $8,212 | $4,395+86.8% | $5,329+54.1% | $5,403+52.0% |