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 | $102,311 | $82,664+23.8% | $125,339-18.4% | $68,494+49.4% |
| Participation rate | 81.0% | 75.0%+6.0pp | 82.4%-1.3pp | 67.9%+13.1pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,355 | $3,381+28.8% | $4,814-9.5% | $2,596+67.7% |
| Participant deferral / active EE | $9,658 | $6,110+58.1% | $7,446+29.7% | $4,027+139.8% |
| Admin fee / account holder | $2,422 | $6,275-61.4% | $10,010-75.8% | $5,403-55.2% |