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 | $101,614 | $73,867+37.6% | $143,757-29.3% | $68,494+48.4% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -15.65% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,597 | $3,184+107.2% | $4,951+33.3% | $2,596+154.1% |
| Participant deferral / active EE | $13,019 | $3,384+284.7% | $5,637+130.9% | $4,027+223.3% |
| Admin fee / account holder | $8,401 | $5,755+46.0% | $14,673-42.7% | $5,403+55.5% |