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 | $62,816 | $67,331-6.7% | $60,874+3.2% | $134,475-53.3% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | -4.85% | 49.93%-54.8pp | 16.90%-21.7pp | 417.96%-422.8pp |
| Employer contribution / active EE | $5,043 | $3,096+62.9% | $2,701+86.7% | $4,740+6.4% |
| Participant deferral / active EE | $9,280 | $4,538+104.5% | $3,817+143.1% | $6,400+45.0% |
| Admin fee / account holder | $683 | $4,582-85.1% | $3,224-78.8% | $11,426-94.0% |