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 | $110,792 | $54,350+103.9% | $82,719+33.9% | $68,494+61.8% |
| Participation rate | 97.6% | 63.9%+33.6pp | 72.6%+25.0pp | 67.9%+29.7pp |
| Annual return | -10.79% | -13.67%+2.9pp | 701.18%-712.0pp | -7.84%-2.9pp |
| Employer contribution / active EE | $6,223 | $2,218+180.6% | $3,009+106.8% | $2,596+139.7% |
| Participant deferral / active EE | $1,218 | $3,246-62.5% | $4,395-72.3% | $4,027-69.7% |
| Admin fee / account holder | $13,685 | $4,395+211.3% | $5,329+156.8% | $5,403+153.3% |