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 | $78,427 | $76,000+3.2% | $154,107-49.1% | $64,186+22.2% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+21.9pp |
| Annual return | -2.60% | 30.32%-32.9pp | 735.12%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,050 | $3,351-68.7% | $5,298-80.2% | $2,381-55.9% |
| Participant deferral / active EE | $4,477 | $3,175+41.0% | $5,081-11.9% | $3,470+29.0% |
| Admin fee / account holder | $388 | $5,596-93.1% | $13,411-97.1% | $4,888-92.1% |