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 | $102,582 | $95,971+6.9% | $74,550+37.6% | $135,375-24.2% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -5.80% | 56.96%-62.8pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,389 | $2,716-48.9% | $1,961-29.2% | $4,779-70.9% |
| Participant deferral / active EE | $6,014 | $3,843+56.5% | $3,108+93.5% | $5,609+7.2% |
| Admin fee / account holder | $1,418 | $6,522-78.3% | $5,060-72.0% | $10,827-86.9% |