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 | $95,389 | $49,177+94.0% | $79,464+20.0% | $64,186+48.6% |
| Participation rate | 85.4% | 65.0%+20.3pp | 73.3%+12.0pp | 69.6%+15.8pp |
| Annual return | -5.46% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,106 | $2,076+1.4% | $2,800-24.8% | $2,381-11.5% |
| Participant deferral / active EE | $3,774 | $2,821+33.8% | $3,704+1.9% | $3,470+8.8% |
| Admin fee / account holder | $14,515 | $3,839+278.1% | $5,113+183.9% | $4,888+197.0% |