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 | $101,934 | $54,350+87.6% | $82,719+23.2% | $68,494+48.8% |
| Participation rate | 80.0% | 63.9%+16.1pp | 72.6%+7.4pp | 67.9%+12.1pp |
| Annual return | -15.47% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,308 | $2,218+4.0% | $3,009-23.3% | $2,596-11.1% |
| Participant deferral / active EE | $6,563 | $3,246+102.2% | $4,395+49.3% | $4,027+63.0% |
| Admin fee / account holder | $4,949 | $4,395+12.6% | $5,329-7.1% | $5,403-8.4% |