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 | $80,364 | $76,000+5.7% | $154,107-47.9% | $64,186+25.2% |
| Participation rate | 90.9% | 70.4%+20.5pp | 83.0%+7.9pp | 69.6%+21.3pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,208 | $3,351-63.9% | $5,298-77.2% | $2,381-49.2% |
| Participant deferral / active EE | $4,689 | $3,175+47.7% | $5,081-7.7% | $3,470+35.2% |
| Admin fee / account holder | $4,181 | $5,596-25.3% | $13,411-68.8% | $4,888-14.5% |