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 | $90,949 | $82,664+10.0% | $125,339-27.4% | $68,494+32.8% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -18.93% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,284 | $3,381+115.4% | $4,814+51.3% | $2,596+180.6% |
| Participant deferral / active EE | $8,678 | $6,110+42.0% | $7,446+16.5% | $4,027+115.5% |
| Admin fee / account holder | $395 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |