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 | $111,629 | $49,177+127.0% | $79,464+40.5% | $64,186+73.9% |
| Participation rate | 97.6% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.1pp |
| Annual return | -6.84% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,221 | $2,076+55.1% | $2,800+15.0% | $2,381+35.3% |
| Participant deferral / active EE | $6,605 | $2,821+134.1% | $3,704+78.3% | $3,470+90.4% |
| Admin fee / account holder | $18,611 | $3,839+384.8% | $5,113+264.0% | $4,888+280.7% |