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 | $86,509 | $77,813+11.2% | $123,544-30.0% | $64,186+34.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.33% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,046 | $3,014+67.4% | $4,628+9.0% | $2,381+112.0% |
| Participant deferral / active EE | $8,488 | $5,240+62.0% | $6,426+32.1% | $3,470+144.7% |
| Admin fee / account holder | $4,226 | $5,519-23.4% | $9,284-54.5% | $4,888-13.5% |