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 | $127,439 | $76,000+67.7% | $154,107-17.3% | $64,186+98.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.9pp | 69.6%+24.4pp |
| Annual return | -7.00% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $8,964 | $3,351+167.5% | $5,298+69.2% | $2,381+276.5% |
| Participant deferral / active EE | $3,662 | $3,175+15.3% | $5,081-27.9% | $3,470+5.6% |
| Admin fee / account holder | $4,611 | $5,596-17.6% | $13,411-65.6% | $4,888-5.7% |