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 7-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 | $105,361 | $76,000+38.6% | $154,107-31.6% | $64,186+64.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -5.63% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,439 | $3,351-57.1% | $5,298-72.8% | $2,381-39.6% |
| Participant deferral / active EE | $5,074 | $3,175+59.8% | $5,081-0.1% | $3,470+46.2% |
| Admin fee / account holder | $14,980 | $5,596+167.7% | $13,411+11.7% | $4,888+206.5% |