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 | $114,190 | $95,971+19.0% | $74,550+53.2% | $135,375-15.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.91% | 56.96%-65.9pp | 32.53%-41.4pp | 519.73%-528.6pp |
| Employer contribution / active EE | $521 | $2,716-80.8% | $1,961-73.4% | $4,779-89.1% |
| Participant deferral / active EE | $2,239 | $3,843-41.7% | $3,108-28.0% | $5,609-60.1% |
| Admin fee / account holder | $2,340 | $6,522-64.1% | $5,060-53.7% | $10,827-78.4% |