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 | $169,711 | $76,000+123.3% | $154,107+10.1% | $64,186+164.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,739 | $3,351-48.1% | $5,298-67.2% | $2,381-26.9% |
| Participant deferral / active EE | $4,354 | $3,175+37.1% | $5,081-14.3% | $3,470+25.5% |
| Admin fee / account holder | $7,388 | $5,596+32.0% | $13,411-44.9% | $4,888+51.1% |