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 | $89,198 | $82,664+7.9% | $125,339-28.8% | $68,494+30.2% |
| Participation rate | 92.7% | 75.0%+17.6pp | 82.4%+10.3pp | 67.9%+24.8pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $8,786 | $3,381+159.9% | $4,814+82.5% | $2,596+238.4% |
| Participant deferral / active EE | $7,406 | $6,110+21.2% | $7,446-0.5% | $4,027+83.9% |
| Admin fee / account holder | $9,058 | $6,275+44.3% | $10,010-9.5% | $5,403+67.7% |