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 | $105,772 | $52,519+101.4% | $155,790-32.1% | $59,632+77.4% |
| Participation rate | 87.9% | 61.7%+26.2pp | 76.1%+11.8pp | 68.7%+19.2pp |
| Annual return | 1.64% | 53.51%-51.9pp | 71.54%-69.9pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $1,932 | $1,589+21.6% | $3,836-49.6% | $2,203-12.3% |
| Participant deferral / active EE | $9,911 | $3,084+221.3% | $4,797+106.6% | $3,192+210.5% |
| Admin fee / account holder | $16,136 | $3,540+355.8% | $7,478+115.8% | $4,297+275.5% |