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 | $101,309 | $82,032+23.5% | $123,104-17.7% | $59,632+69.9% |
| Participation rate | 91.4% | 83.2%+8.2pp | 86.8%+4.7pp | 68.7%+22.8pp |
| Annual return | -0.57% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $13,300 | $3,297+303.4% | $5,151+158.2% | $2,203+503.8% |
| Participant deferral / active EE | $15,773 | $4,667+238.0% | $6,230+153.2% | $3,192+394.2% |
| Admin fee / account holder | $14,197 | $5,881+141.4% | $9,015+57.5% | $4,297+230.4% |