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 | $104,292 | $75,828+37.5% | $147,614-29.3% | $59,632+74.9% |
| Participation rate | 76.5% | 71.6%+4.9pp | 84.6%-8.2pp | 68.7%+7.8pp |
| Annual return | -1.65% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,489 | $3,485-57.3% | $5,564-73.2% | $2,203-32.4% |
| Participant deferral / active EE | $2,355 | $3,130-24.8% | $4,895-51.9% | $3,192-26.2% |
| Admin fee / account holder | $2,450 | $5,985-59.1% | $11,611-78.9% | $4,297-43.0% |