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 | $124,998 | $76,000+64.5% | $154,107-18.9% | $64,186+94.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,683 | $3,351+39.8% | $5,298-11.6% | $2,381+96.7% |
| Participant deferral / active EE | $3,585 | $3,175+12.9% | $5,081-29.4% | $3,470+3.3% |
| Admin fee / account holder | $1,116 | $5,596-80.1% | $13,411-91.7% | $4,888-77.2% |