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 | $121,441 | $78,694+54.3% | $67,652+79.5% | $125,391-3.2% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | 0.51% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,610 | $3,044-14.3% | $2,266+15.2% | $4,866-46.4% |
| Participant deferral / active EE | $7,390 | $4,292+72.2% | $3,560+107.6% | $5,352+38.1% |
| Admin fee / account holder | $1,387 | $7,403-81.3% | $4,821-71.2% | $9,540-85.5% |