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 | $97,118 | $59,107+64.3% | $86,436+12.4% | $68,494+41.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.69% | -0.23%-16.5pp | 4394.89%-4411.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,694 | $2,519+86.4% | $3,769+24.6% | $2,596+80.8% |
| Participant deferral / active EE | $3,643 | $5,901-38.3% | $6,952-47.6% | $4,027-9.5% |
| Admin fee / account holder | $6,517 | $5,637+15.6% | $6,731-3.2% | $5,403+20.6% |