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 | $90,248 | $54,350+66.1% | $82,719+9.1% | $68,494+31.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.15% | -13.67%-5.5pp | 701.18%-720.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,681 | $2,218+20.9% | $3,009-10.9% | $2,596+3.3% |
| Participant deferral / active EE | $8,767 | $3,246+170.1% | $4,395+99.5% | $4,027+117.7% |
| Admin fee / account holder | $1,045 | $4,395-76.2% | $5,329-80.4% | $5,403-80.7% |