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 | $91,745 | $82,664+11.0% | $125,339-26.8% | $68,494+33.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $4,610 | $3,381+36.3% | $4,814-4.2% | $2,596+77.6% |
| Participant deferral / active EE | $9,813 | $6,110+60.6% | $7,446+31.8% | $4,027+143.7% |
| Admin fee / account holder | $9,451 | $6,275+50.6% | $10,010-5.6% | $5,403+74.9% |