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 | $85,176 | $71,883+18.5% | $86,677-1.7% | $68,494+24.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.54% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,771 | $2,173+211.6% | $2,836+138.7% | $2,596+160.8% |
| Participant deferral / active EE | $7,253 | $3,779+91.9% | $4,656+55.8% | $4,027+80.1% |
| Admin fee / account holder | $1,602 | $6,112-73.8% | $7,493-78.6% | $5,403-70.4% |