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 | $91,159 | $76,000+19.9% | $154,107-40.8% | $64,186+42.0% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -3.70% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,932 | $3,351+136.7% | $5,298+49.7% | $2,381+233.1% |
| Participant deferral / active EE | $3,913 | $3,175+23.3% | $5,081-23.0% | $3,470+12.8% |
| Admin fee / account holder | $31,705 | $5,596+466.6% | $13,411+136.4% | $4,888+548.6% |