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 | $76,657 | $59,107+29.7% | $86,436-11.3% | $68,494+11.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -17.80% | -0.23%-17.6pp | 4394.89%-4412.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,859 | $2,519+92.9% | $3,769+28.9% | $2,596+87.2% |
| Participant deferral / active EE | $10,574 | $5,901+79.2% | $6,952+52.1% | $4,027+162.6% |
| Admin fee / account holder | $1,507 | $5,637-73.3% | $6,731-77.6% | $5,403-72.1% |