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 | $82,104 | $52,681+55.9% | $75,781+8.3% | $59,632+37.7% |
| Participation rate | 79.2% | 67.2%+11.9pp | 75.8%+3.3pp | 68.7%+10.5pp |
| Annual return | -0.76% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,371 | $2,193-37.5% | $3,323-58.8% | $2,203-37.8% |
| Participant deferral / active EE | $3,506 | $2,591+35.3% | $3,651-4.0% | $3,192+9.9% |
| Admin fee / account holder | $17,861 | $3,610+394.8% | $5,299+237.1% | $4,297+315.7% |