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 | $130,283 | $76,000+71.4% | $154,107-15.5% | $64,186+103.0% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -7.17% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,286 | $3,351-31.8% | $5,298-56.8% | $2,381-4.0% |
| Participant deferral / active EE | $5,061 | $3,175+59.4% | $5,081-0.4% | $3,470+45.9% |
| Admin fee / account holder | $2,797 | $5,596-50.0% | $13,411-79.1% | $4,888-42.8% |