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 | $110,425 | $95,971+15.1% | $74,550+48.1% | $135,375-18.4% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -9.10% | 56.96%-66.1pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $437 | $2,716-83.9% | $1,961-77.7% | $4,779-90.8% |
| Participant deferral / active EE | $1,824 | $3,843-52.5% | $3,108-41.3% | $5,609-67.5% |
| Admin fee / account holder | $1,034 | $6,522-84.2% | $5,060-79.6% | $10,827-90.5% |