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 | $82,248 | $72,177+14.0% | $115,037-28.5% | $59,632+37.9% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $7,851 | $2,841+176.3% | $4,608+70.4% | $2,203+256.4% |
| Participant deferral / active EE | $5,276 | $4,783+10.3% | $6,026-12.5% | $3,192+65.3% |
| Admin fee / account holder | $5,940 | $4,927+20.6% | $8,175-27.3% | $4,297+38.2% |