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 8-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 | $98,227 | $82,664+18.8% | $125,339-21.6% | $68,494+43.4% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $10,895 | $3,381+222.2% | $4,814+126.3% | $2,596+319.6% |
| Participant deferral / active EE | $10,628 | $6,110+73.9% | $7,446+42.7% | $4,027+163.9% |
| Admin fee / account holder | $3,799 | $6,275-39.5% | $10,010-62.0% | $5,403-29.7% |