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 | $96,763 | $82,664+17.1% | $125,339-22.8% | $68,494+41.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $9,136 | $3,381+170.2% | $4,814+89.8% | $2,596+251.9% |
| Participant deferral / active EE | $13,479 | $6,110+120.6% | $7,446+81.0% | $4,027+234.7% |
| Admin fee / account holder | $515 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |