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 | $115,988 | $82,664+40.3% | $125,339-7.5% | $68,494+69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.41% | -5.97%-5.4pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $6,504 | $3,381+92.4% | $4,814+35.1% | $2,596+150.5% |
| Participant deferral / active EE | $8,419 | $6,110+37.8% | $7,446+13.1% | $4,027+109.0% |
| Admin fee / account holder | $501 | $6,275-92.0% | $10,010-95.0% | $5,403-90.7% |