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 | $81,413 | $76,000+7.1% | $154,107-47.2% | $64,186+26.8% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.8pp | 69.6%+25.3pp |
| Annual return | -6.66% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,806 | $3,351-46.1% | $5,298-65.9% | $2,381-24.2% |
| Participant deferral / active EE | $3,478 | $3,175+9.5% | $5,081-31.5% | $3,470+0.2% |
| Admin fee / account holder | $601 | $5,596-89.3% | $13,411-95.5% | $4,888-87.7% |