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 | $112,042 | $82,664+35.5% | $125,339-10.6% | $68,494+63.6% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,698 | $3,381+98.1% | $4,814+39.2% | $2,596+158.0% |
| Participant deferral / active EE | $7,451 | $6,110+21.9% | $7,446+0.1% | $4,027+85.0% |
| Admin fee / account holder | $4,548 | $6,275-27.5% | $10,010-54.6% | $5,403-15.8% |