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 | $79,181 | $78,694+0.6% | $67,652+17.0% | $125,391-36.9% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -0.20% | 9.46%-9.7pp | 6625.04%-6625.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $7,219 | $3,044+137.2% | $2,266+218.7% | $4,866+48.4% |
| Participant deferral / active EE | $7,374 | $4,292+71.8% | $3,560+107.1% | $5,352+37.8% |
| Admin fee / account holder | $12,221 | $7,403+65.1% | $4,821+153.5% | $9,540+28.1% |