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 | $132,667 | $72,177+83.8% | $115,037+15.3% | $59,632+122.5% |
| Participation rate | 84.6% | 72.6%+12.1pp | 81.4%+3.2pp | 68.7%+15.9pp |
| Annual return | 1.08% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $639 | $2,841-77.5% | $4,608-86.1% | $2,203-71.0% |
| Participant deferral / active EE | $7,466 | $4,783+56.1% | $6,026+23.9% | $3,192+133.9% |
| Admin fee / account holder | $22,861 | $4,927+364.0% | $8,175+179.6% | $4,297+432.0% |