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 | $85,855 | $57,354+49.7% | $83,848+2.4% | $64,186+33.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.08% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,442 | $2,545+271.0% | $3,631+160.1% | $2,381+296.6% |
| Participant deferral / active EE | $7,924 | $2,993+164.7% | $4,082+94.1% | $3,470+128.4% |
| Admin fee / account holder | $542 | $4,046-86.6% | $5,478-90.1% | $4,888-88.9% |