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 | $131,395 | $52,519+150.2% | $155,790-15.7% | $59,632+120.3% |
| Participation rate | 90.0% | 61.7%+28.3pp | 76.1%+13.9pp | 68.7%+21.3pp |
| Annual return | 1.53% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,730 | $1,589+71.8% | $3,836-28.8% | $2,203+23.9% |
| Participant deferral / active EE | $6,905 | $3,084+123.9% | $4,797+43.9% | $3,192+116.3% |
| Admin fee / account holder | $664 | $3,540-81.3% | $7,478-91.1% | $4,297-84.6% |