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 | $119,553 | $54,350+120.0% | $82,719+44.5% | $68,494+74.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -16.42% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,745 | $2,218+113.9% | $3,009+57.7% | $2,596+82.8% |
| Participant deferral / active EE | $5,123 | $3,246+57.8% | $4,395+16.6% | $4,027+27.2% |
| Admin fee / account holder | $16,676 | $4,395+279.4% | $5,329+212.9% | $5,403+208.7% |