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 | $101,922 | $67,331+51.4% | $60,874+67.4% | $134,475-24.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -17.21% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,559 | $3,096-17.4% | $2,701-5.3% | $4,740-46.0% |
| Participant deferral / active EE | $5,029 | $4,538+10.8% | $3,817+31.8% | $6,400-21.4% |
| Admin fee / account holder | $45,761 | $4,582+898.7% | $3,224+1319.3% | $11,426+300.5% |