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 | $98,632 | $82,664+19.3% | $125,339-21.3% | $68,494+44.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.93% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $6,078 | $3,381+79.8% | $4,814+26.3% | $2,596+134.1% |
| Participant deferral / active EE | $4,493 | $6,110-26.5% | $7,446-39.7% | $4,027+11.6% |
| Admin fee / account holder | $30,453 | $6,275+385.3% | $10,010+204.2% | $5,403+463.7% |