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 | $104,941 | $76,000+38.1% | $154,107-31.9% | $64,186+63.5% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.8pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,781 | $3,351-46.9% | $5,298-66.4% | $2,381-25.2% |
| Participant deferral / active EE | $5,835 | $3,175+83.8% | $5,081+14.9% | $3,470+68.2% |
| Admin fee / account holder | $2,216 | $5,596-60.4% | $13,411-83.5% | $4,888-54.7% |