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 | $101,193 | $95,971+5.4% | $74,550+35.7% | $135,375-25.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -7.18% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,408 | $2,716-48.2% | $1,961-28.2% | $4,779-70.5% |
| Participant deferral / active EE | $1,469 | $3,843-61.8% | $3,108-52.7% | $5,609-73.8% |
| Admin fee / account holder | $580 | $6,522-91.1% | $5,060-88.5% | $10,827-94.6% |