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 9-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 | $115,767 | $71,883+61.0% | $86,677+33.6% | $68,494+69.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -7.98% | 3.52%-11.5pp | 35.91%-43.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $6,808 | $2,173+213.3% | $2,836+140.0% | $2,596+162.2% |
| Participant deferral / active EE | $5,294 | $3,779+40.1% | $4,656+13.7% | $4,027+31.5% |
| Admin fee / account holder | $7,176 | $6,112+17.4% | $7,493-4.2% | $5,403+32.8% |