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 | $91,646 | $73,867+24.1% | $143,757-36.2% | $68,494+33.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.84% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $9,417 | $3,184+195.7% | $4,951+90.2% | $2,596+262.7% |
| Participant deferral / active EE | $5,686 | $3,384+68.0% | $5,637+0.9% | $4,027+41.2% |
| Admin fee / account holder | $2,031 | $5,755-64.7% | $14,673-86.2% | $5,403-62.4% |