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 | $99,857 | $56,484+76.8% | $169,463-41.1% | $64,186+55.6% |
| Participation rate | 97.1% | 64.5%+32.6pp | 77.8%+19.4pp | 69.6%+27.6pp |
| Annual return | -7.05% | -1.55%-5.5pp | 1.83%-8.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,236 | $1,832+22.0% | $4,159-46.2% | $2,381-6.1% |
| Participant deferral / active EE | $4,877 | $3,448+41.4% | $5,277-7.6% | $3,470+40.6% |
| Admin fee / account holder | $3,050 | $4,174-26.9% | $9,109-66.5% | $4,888-37.6% |