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 | $93,098 | $67,331+38.3% | $60,874+52.9% | $134,475-30.8% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.1%+21.0pp | 81.2%+12.9pp |
| Annual return | -10.27% | 49.93%-60.2pp | 16.90%-27.2pp | 417.96%-428.2pp |
| Employer contribution / active EE | $5,820 | $3,096+88.0% | $2,701+115.5% | $4,740+22.8% |
| Participant deferral / active EE | $3,418 | $4,538-24.7% | $3,817-10.4% | $6,400-46.6% |
| Admin fee / account holder | $17,161 | $4,582+274.5% | $3,224+432.3% | $11,426+50.2% |