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 | $83,018 | $76,000+9.2% | $154,107-46.1% | $64,186+29.3% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -3.62% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.3pp |
| Employer contribution / active EE | $10,733 | $3,351+220.3% | $5,298+102.6% | $2,381+350.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,875 | $5,596+130.1% | $13,411-4.0% | $4,888+163.4% |