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 | $100,858 | $76,000+32.7% | $154,107-34.6% | $64,186+57.1% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -5.91% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,340 | $3,351-30.2% | $5,298-55.8% | $2,381-1.7% |
| Participant deferral / active EE | $8,114 | $3,175+155.6% | $5,081+59.7% | $3,470+133.9% |
| Admin fee / account holder | $443 | $5,596-92.1% | $13,411-96.7% | $4,888-90.9% |