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 | $111,249 | $76,000+46.4% | $154,107-27.8% | $64,186+73.3% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -4.47% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,298 | $3,351-31.4% | $5,298-56.6% | $2,381-3.5% |
| Participant deferral / active EE | $5,116 | $3,175+61.1% | $5,081+0.7% | $3,470+47.4% |
| Admin fee / account holder | $8,920 | $5,596+59.4% | $13,411-33.5% | $4,888+82.5% |