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 | $96,239 | $84,487+13.9% | $125,339-23.2% | $66,914+43.8% |
| Participation rate | 98.2% | 76.4%+21.8pp | 82.4%+15.9pp | 69.8%+28.4pp |
| Annual return | -14.86% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,868 | $3,553-19.3% | $4,814-40.4% | $2,544+12.7% |
| Participant deferral / active EE | $11,988 | $6,781+76.8% | $7,446+61.0% | $4,237+182.9% |
| Admin fee / account holder | $3,948 | $685+476.3% | $10,010-60.6% | $593+565.4% |