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 | $97,003 | $54,350+78.5% | $82,719+17.3% | $68,494+41.6% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -10.20% | -13.67%+3.5pp | 701.18%-711.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $7,563 | $2,218+241.0% | $3,009+151.4% | $2,596+191.3% |
| Participant deferral / active EE | $5,574 | $3,246+71.7% | $4,395+26.8% | $4,027+38.4% |
| Admin fee / account holder | $38,622 | $4,395+778.7% | $5,329+624.8% | $5,403+614.9% |