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 | $93,419 | $76,000+22.9% | $154,107-39.4% | $64,186+45.5% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,576 | $3,351+66.4% | $5,298+5.3% | $2,381+134.2% |
| Participant deferral / active EE | $4,643 | $3,175+46.2% | $5,081-8.6% | $3,470+33.8% |
| Admin fee / account holder | $7,884 | $5,596+40.9% | $13,411-41.2% | $4,888+61.3% |