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 | $118,986 | $54,350+118.9% | $82,719+43.8% | $68,494+73.7% |
| Participation rate | 98.0% | 63.9%+34.0pp | 72.6%+25.4pp | 67.9%+30.1pp |
| Annual return | -16.20% | -13.67%-2.5pp | 701.18%-717.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $12,741 | $2,218+474.4% | $3,009+323.4% | $2,596+390.7% |
| Participant deferral / active EE | $7,696 | $3,246+137.1% | $4,395+75.1% | $4,027+91.1% |
| Admin fee / account holder | $832 | $4,395-81.1% | $5,329-84.4% | $5,403-84.6% |