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 | $75,460 | $56,484+33.6% | $169,463-55.5% | $64,186+17.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.12% | -1.55%-4.6pp | 1.83%-7.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,396 | $1,832+85.3% | $4,159-18.3% | $2,381+42.7% |
| Participant deferral / active EE | $7,471 | $3,448+116.7% | $5,277+41.6% | $3,470+115.3% |
| Admin fee / account holder | $471 | $4,174-88.7% | $9,109-94.8% | $4,888-90.4% |