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 | $86,010 | $82,664+4.0% | $125,339-31.4% | $68,494+25.6% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,623 | $3,381+95.9% | $4,814+37.6% | $2,596+155.1% |
| Participant deferral / active EE | $7,824 | $6,110+28.0% | $7,446+5.1% | $4,027+94.3% |
| Admin fee / account holder | $1,050 | $6,275-83.3% | $10,010-89.5% | $5,403-80.6% |