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 | $96,892 | $82,630+17.3% | $64,105+51.1% | $125,391-22.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -3.12% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,499 | $2,671-43.9% | $1,820-17.6% | $4,866-69.2% |
| Participant deferral / active EE | $4,441 | $3,608+23.1% | $2,822+57.4% | $5,352-17.0% |
| Admin fee / account holder | $1,162 | $6,382-81.8% | $4,499-74.2% | $9,540-87.8% |