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 | $96,663 | $56,484+71.1% | $169,463-43.0% | $64,186+50.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.14% | -1.55%-5.6pp | 1.83%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,931 | $1,832+5.4% | $4,159-53.6% | $2,381-18.9% |
| Participant deferral / active EE | $6,723 | $3,448+95.0% | $5,277+27.4% | $3,470+93.8% |
| Admin fee / account holder | $3,478 | $4,174-16.7% | $9,109-61.8% | $4,888-28.9% |