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 | $156,839 | $76,000+106.4% | $154,107+1.8% | $64,186+144.4% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | -5.52% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,584 | $3,351+96.5% | $5,298+24.3% | $2,381+176.6% |
| Participant deferral / active EE | $2,529 | $3,175-20.4% | $5,081-50.2% | $3,470-27.1% |
| Admin fee / account holder | $8,908 | $5,596+59.2% | $13,411-33.6% | $4,888+82.2% |