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 | $89,211 | $54,350+64.1% | $82,719+7.8% | $68,494+30.2% |
| Participation rate | 95.5% | 63.9%+31.5pp | 72.6%+22.9pp | 67.9%+27.6pp |
| Annual return | -15.93% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,605 | $2,218+62.5% | $3,009+19.8% | $2,596+38.9% |
| Participant deferral / active EE | $6,437 | $3,246+98.3% | $4,395+46.5% | $4,027+59.8% |
| Admin fee / account holder | $27,322 | $4,395+521.6% | $5,329+412.7% | $5,403+405.7% |