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 | $62,416 | $81,258-23.2% | $105,218-40.7% | $59,632+4.7% |
| Participation rate | 91.2% | 75.4%+15.8pp | 77.2%+13.9pp | 68.7%+22.5pp |
| Annual return | -0.04% | 1.96%-2.0pp | 5.33%-5.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $5,384 | $2,562+110.2% | $3,255+65.4% | $2,203+144.5% |
| Participant deferral / active EE | $9,827 | $3,881+153.2% | $4,867+101.9% | $3,192+207.9% |
| Admin fee / account holder | $12,832 | $5,841+119.7% | $6,992+83.5% | $4,297+198.6% |