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 | $99,669 | $54,350+83.4% | $82,719+20.5% | $68,494+45.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -16.09% | -13.67%-2.4pp | 701.18%-717.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,586 | $2,218+151.8% | $3,009+85.6% | $2,596+115.1% |
| Participant deferral / active EE | $9,157 | $3,246+182.1% | $4,395+108.3% | $4,027+127.4% |
| Admin fee / account holder | $11,726 | $4,395+166.8% | $5,329+120.0% | $5,403+117.0% |