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 | $92,271 | $82,664+11.6% | $125,339-26.4% | $68,494+34.7% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $5,530 | $3,381+63.5% | $4,814+14.9% | $2,596+113.0% |
| Participant deferral / active EE | $10,501 | $6,110+71.9% | $7,446+41.0% | $4,027+160.8% |
| Admin fee / account holder | $2,016 | $6,275-67.9% | $10,010-79.9% | $5,403-62.7% |