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 | $113,403 | $54,350+108.7% | $82,719+37.1% | $68,494+65.6% |
| Participation rate | 93.5% | 63.9%+29.6pp | 72.6%+21.0pp | 67.9%+25.7pp |
| Annual return | -12.53% | -13.67%+1.1pp | 701.18%-713.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $8,971 | $2,218+304.4% | $3,009+198.1% | $2,596+245.5% |
| Participant deferral / active EE | $7,431 | $3,246+128.9% | $4,395+69.1% | $4,027+84.5% |
| Admin fee / account holder | $924 | $4,395-79.0% | $5,329-82.7% | $5,403-82.9% |