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 | $106,664 | $67,331+58.4% | $60,874+75.2% | $134,475-20.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.1%+8.7pp | 81.2%+0.6pp |
| Annual return | -10.82% | 49.93%-60.8pp | 16.90%-27.7pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,576 | $3,096-49.1% | $2,701-41.7% | $4,740-66.8% |
| Participant deferral / active EE | $6,410 | $4,538+41.2% | $3,817+67.9% | $6,400+0.2% |
| Admin fee / account holder | $5,325 | $4,582+16.2% | $3,224+65.2% | $11,426-53.4% |