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 | $74,440 | $67,331+10.6% | $60,874+22.3% | $134,475-44.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -16.14% | 49.93%-66.1pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,915 | $3,096+155.6% | $2,701+193.0% | $4,740+67.0% |
| Participant deferral / active EE | $7,007 | $4,538+54.4% | $3,817+83.6% | $6,400+9.5% |
| Admin fee / account holder | $967 | $4,582-78.9% | $3,224-70.0% | $11,426-91.5% |