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 | $70,890 | $76,000-6.7% | $154,107-54.0% | $64,186+10.4% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -7.02% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,742 | $3,351-48.0% | $5,298-67.1% | $2,381-26.8% |
| Participant deferral / active EE | $3,520 | $3,175+10.8% | $5,081-30.7% | $3,470+1.4% |
| Admin fee / account holder | $675 | $5,596-87.9% | $13,411-95.0% | $4,888-86.2% |