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 | $96,291 | $82,664+16.5% | $125,339-23.2% | $68,494+40.6% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.02% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,262 | $3,381-62.7% | $4,814-73.8% | $2,596-51.4% |
| Participant deferral / active EE | $13,561 | $6,110+121.9% | $7,446+82.1% | $4,027+236.7% |
| Admin fee / account holder | $21,457 | $6,275+241.9% | $10,010+114.4% | $5,403+297.1% |