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 | $79,311 | $67,331+17.8% | $60,874+30.3% | $134,475-41.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.61% | 49.93%-54.5pp | 16.90%-21.5pp | 417.96%-422.6pp |
| Employer contribution / active EE | $516 | $3,096-83.3% | $2,701-80.9% | $4,740-89.1% |
| Participant deferral / active EE | $1,071 | $4,538-76.4% | $3,817-71.9% | $6,400-83.3% |
| Admin fee / account holder | $487 | $4,582-89.4% | $3,224-84.9% | $11,426-95.7% |