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 | $95,494 | $56,484+69.1% | $169,463-43.6% | $64,186+48.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.24% | -1.55%-2.7pp | 1.83%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,885 | $1,832+57.5% | $4,159-30.6% | $2,381+21.2% |
| Participant deferral / active EE | $4,031 | $3,448+16.9% | $5,277-23.6% | $3,470+16.2% |
| Admin fee / account holder | $834 | $4,174-80.0% | $9,109-90.8% | $4,888-82.9% |