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 | $88,856 | $76,000+16.9% | $154,107-42.3% | $64,186+38.4% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -4.52% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,377 | $3,351-29.1% | $5,298-55.1% | $2,381-0.2% |
| Participant deferral / active EE | $3,264 | $3,175+2.8% | $5,081-35.8% | $3,470-5.9% |
| Admin fee / account holder | $4,010 | $5,596-28.3% | $13,411-70.1% | $4,888-18.0% |