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 | $95,388 | $54,350+75.5% | $82,719+15.3% | $68,494+39.3% |
| Participation rate | 81.5% | 63.9%+17.6pp | 72.6%+8.9pp | 67.9%+13.6pp |
| Annual return | -15.89% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,924 | $2,218+76.9% | $3,009+30.4% | $2,596+51.1% |
| Participant deferral / active EE | $9,191 | $3,246+183.1% | $4,395+109.1% | $4,027+128.2% |
| Admin fee / account holder | $12,352 | $4,395+181.0% | $5,329+131.8% | $5,403+128.6% |