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 | $98,922 | $76,000+30.2% | $154,107-35.8% | $64,186+54.1% |
| Participation rate | 78.7% | 70.4%+8.3pp | 83.0%-4.3pp | 69.6%+9.2pp |
| Annual return | -5.96% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,120 | $3,351-66.6% | $5,298-78.9% | $2,381-53.0% |
| Participant deferral / active EE | $3,659 | $3,175+15.3% | $5,081-28.0% | $3,470+5.5% |
| Admin fee / account holder | $7,265 | $5,596+29.8% | $13,411-45.8% | $4,888+48.6% |