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 | $130,572 | $82,664+58.0% | $125,339+4.2% | $68,494+90.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.22% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $8,712 | $3,381+157.7% | $4,814+81.0% | $2,596+235.5% |
| Participant deferral / active EE | $9,374 | $6,110+53.4% | $7,446+25.9% | $4,027+132.8% |
| Admin fee / account holder | $7,095 | $6,275+13.1% | $10,010-29.1% | $5,403+31.3% |