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 | $93,881 | $91,538+2.6% | $129,995-27.8% | $75,163+24.9% |
| Participation rate | 90.0% | 71.4%+18.6pp | 78.5%+11.5pp | 67.2%+22.8pp |
| Annual return | 14.48% | -631.11%+645.6pp | -137.18%+151.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,773 | $2,845+32.6% | $4,320-12.6% | $2,670+41.3% |
| Participant deferral / active EE | $5,018 | $4,341+15.6% | $5,820-13.8% | $4,125+21.6% |
| Admin fee / account holder | $2,900 | $6,790-57.3% | $10,614-72.7% | $5,651-48.7% |