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 | $117,338 | $53,162+120.7% | $91,220+28.6% | $68,494+71.3% |
| Participation rate | 93.5% | 63.2%+30.3pp | 73.2%+20.4pp | 67.9%+25.7pp |
| Annual return | -17.01% | -3.14%-13.9pp | 114.01%-131.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $8,638 | $1,709+405.3% | $2,850+203.1% | $2,596+232.7% |
| Participant deferral / active EE | $3,462 | $2,974+16.4% | $4,234-18.2% | $4,027-14.0% |
| Admin fee / account holder | $1,589 | $4,493-64.6% | $5,420-70.7% | $5,403-70.6% |