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 | $80,408 | $77,813+3.3% | $123,544-34.9% | $64,186+25.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.86% | 12.48%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,424 | $3,014+146.3% | $4,628+60.4% | $2,381+211.8% |
| Participant deferral / active EE | $4,037 | $5,240-23.0% | $6,426-37.2% | $3,470+16.3% |
| Admin fee / account holder | $546 | $5,519-90.1% | $9,284-94.1% | $4,888-88.8% |