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 | $78,699 | $54,350+44.8% | $82,719-4.9% | $68,494+14.9% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -18.23% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $6,274 | $2,218+182.8% | $3,009+108.5% | $2,596+141.6% |
| Participant deferral / active EE | $2,101 | $3,246-35.3% | $4,395-52.2% | $4,027-47.8% |
| Admin fee / account holder | $689 | $4,395-84.3% | $5,329-87.1% | $5,403-87.2% |