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 | $83,425 | $82,664+0.9% | $125,339-33.4% | $68,494+21.8% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,669 | $3,381+67.7% | $4,814+17.8% | $2,596+118.4% |
| Participant deferral / active EE | $9,611 | $6,110+57.3% | $7,446+29.1% | $4,027+138.7% |
| Admin fee / account holder | $6,805 | $6,275+8.4% | $10,010-32.0% | $5,403+26.0% |