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 | $67,136 | $76,000-11.7% | $154,107-56.4% | $64,186+4.6% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.3pp |
| Annual return | -4.26% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $4,213 | $3,351+25.7% | $5,298-20.5% | $2,381+76.9% |
| Participant deferral / active EE | $4,873 | $3,175+53.5% | $5,081-4.1% | $3,470+40.5% |
| Admin fee / account holder | $6,602 | $5,596+18.0% | $13,411-50.8% | $4,888+35.1% |