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 | $80,733 | $76,000+6.2% | $154,107-47.6% | $64,186+25.8% |
| Participation rate | 79.0% | 70.4%+8.6pp | 83.0%-4.0pp | 69.6%+9.5pp |
| Annual return | -6.67% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,685 | $3,351-49.7% | $5,298-68.2% | $2,381-29.2% |
| Participant deferral / active EE | $3,010 | $3,175-5.2% | $5,081-40.8% | $3,470-13.3% |
| Admin fee / account holder | $4,772 | $5,596-14.7% | $13,411-64.4% | $4,888-2.4% |