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 | $107,756 | $95,971+12.3% | $74,550+44.5% | $135,375-20.4% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.05% | 56.96%-64.0pp | 32.53%-39.6pp | 519.73%-526.8pp |
| Employer contribution / active EE | $395 | $2,716-85.5% | $1,961-79.9% | $4,779-91.7% |
| Participant deferral / active EE | $5,223 | $3,843+35.9% | $3,108+68.0% | $5,609-6.9% |
| Admin fee / account holder | $12,848 | $6,522+97.0% | $5,060+153.9% | $10,827+18.7% |