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 | $120,645 | $152,509-20.9% | $117,472+2.7% | $134,475-10.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | -12.27% | 52.99%-65.3pp | 29.74%-42.0pp | 417.96%-430.2pp |
| Employer contribution / active EE | $11,819 | $5,571+112.2% | $4,176+183.0% | $4,740+149.4% |
| Participant deferral / active EE | $3,958 | $4,818-17.8% | $4,070-2.8% | $6,400-38.2% |
| Admin fee / account holder | $9,254 | $7,004+32.1% | $5,645+63.9% | $11,426-19.0% |