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 | $86,286 | $76,000+13.5% | $154,107-44.0% | $64,186+34.4% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,402 | $3,351-28.3% | $5,298-54.7% | $2,381+0.9% |
| Participant deferral / active EE | $1,906 | $3,175-40.0% | $5,081-62.5% | $3,470-45.1% |
| Admin fee / account holder | $1,178 | $5,596-79.0% | $13,411-91.2% | $4,888-75.9% |