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 | $111,676 | $57,354+94.7% | $83,848+33.2% | $64,186+74.0% |
| Participation rate | 71.9% | 68.6%+3.3pp | 76.1%-4.3pp | 69.6%+2.3pp |
| Annual return | -5.87% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $922 | $2,545-63.8% | $3,631-74.6% | $2,381-61.3% |
| Participant deferral / active EE | $3,782 | $2,993+26.4% | $4,082-7.3% | $3,470+9.0% |
| Admin fee / account holder | $9,991 | $4,046+147.0% | $5,478+82.4% | $4,888+104.4% |