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 | $105,944 | $77,813+36.2% | $123,544-14.2% | $64,186+65.1% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -6.12% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,176 | $3,014+71.7% | $4,628+11.9% | $2,381+117.4% |
| Participant deferral / active EE | $4,266 | $5,240-18.6% | $6,426-33.6% | $3,470+23.0% |
| Admin fee / account holder | $1,428 | $5,519-74.1% | $9,284-84.6% | $4,888-70.8% |