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 | $111,385 | $81,900+36.0% | $119,609-6.9% | $68,494+62.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.85% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,768 | $2,693+39.9% | $4,232-11.0% | $2,596+45.1% |
| Participant deferral / active EE | $8,038 | $4,148+93.8% | $5,602+43.5% | $4,027+99.6% |
| Admin fee / account holder | $17,362 | $6,582+163.8% | $10,323+68.2% | $5,403+221.4% |