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 | $152,508 | $67,331+126.5% | $60,874+150.5% | $134,475+13.4% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.1%+21.6pp | 81.2%+13.5pp |
| Annual return | -18.18% | 49.93%-68.1pp | 16.90%-35.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $10,204 | $3,096+229.6% | $2,701+277.7% | $4,740+115.3% |
| Participant deferral / active EE | $7,891 | $4,538+73.9% | $3,817+106.8% | $6,400+23.3% |
| Admin fee / account holder | $3,531 | $4,582-22.9% | $3,224+9.5% | $11,426-69.1% |