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 | $82,140 | $71,883+14.3% | $86,677-5.2% | $68,494+19.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.26% | 3.52%-19.8pp | 35.91%-52.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,905 | $2,173-12.3% | $2,836-32.8% | $2,596-26.6% |
| Participant deferral / active EE | $4,913 | $3,779+30.0% | $4,656+5.5% | $4,027+22.0% |
| Admin fee / account holder | $1,861 | $6,112-69.5% | $7,493-75.2% | $5,403-65.6% |