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 | $76,201 | $54,350+40.2% | $82,719-7.9% | $68,494+11.3% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -18.61% | -13.67%-4.9pp | 701.18%-719.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,845 | $2,218+73.4% | $3,009+27.8% | $2,596+48.1% |
| Participant deferral / active EE | $12,141 | $3,246+274.0% | $4,395+176.3% | $4,027+201.5% |
| Admin fee / account holder | $9,656 | $4,395+119.7% | $5,329+81.2% | $5,403+78.7% |