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 | $133,876 | $76,000+76.2% | $154,107-13.1% | $64,186+108.6% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -4.81% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,838 | $3,351-15.3% | $5,298-46.4% | $2,381+19.2% |
| Participant deferral / active EE | $5,797 | $3,175+82.6% | $5,081+14.1% | $3,470+67.1% |
| Admin fee / account holder | $5,915 | $5,596+5.7% | $13,411-55.9% | $4,888+21.0% |