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 | $99,526 | $49,177+102.4% | $79,464+25.2% | $64,186+55.1% |
| Participation rate | 83.6% | 65.0%+18.6pp | 73.3%+10.3pp | 69.6%+14.0pp |
| Annual return | -5.25% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,186 | $2,076+101.6% | $2,800+49.5% | $2,381+75.8% |
| Participant deferral / active EE | $1,102 | $2,821-60.9% | $3,704-70.2% | $3,470-68.2% |
| Admin fee / account holder | $12,316 | $3,839+220.8% | $5,113+140.9% | $4,888+152.0% |