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 | $107,324 | $82,664+29.8% | $125,339-14.4% | $68,494+56.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $11,662 | $3,381+244.9% | $4,814+142.3% | $2,596+349.2% |
| Participant deferral / active EE | $6,614 | $6,110+8.2% | $7,446-11.2% | $4,027+64.2% |
| Admin fee / account holder | $19,990 | $6,275+218.5% | $10,010+99.7% | $5,403+270.0% |