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 9-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 | $83,113 | $82,664+0.5% | $125,339-33.7% | $68,494+21.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $9,517 | $3,381+181.5% | $4,814+97.7% | $2,596+266.6% |
| Participant deferral / active EE | $13,264 | $6,110+117.1% | $7,446+78.1% | $4,027+229.4% |
| Admin fee / account holder | $14,673 | $6,275+133.8% | $10,010+46.6% | $5,403+171.6% |