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 | $78,796 | $54,350+45.0% | $82,719-4.7% | $68,494+15.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.12% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,681 | $2,218+246.3% | $3,009+155.3% | $2,596+195.9% |
| Participant deferral / active EE | $7,723 | $3,246+137.9% | $4,395+75.7% | $4,027+91.8% |
| Admin fee / account holder | $7,275 | $4,395+65.5% | $5,329+36.5% | $5,403+34.7% |