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 | $99,689 | $77,813+28.1% | $123,544-19.3% | $64,186+55.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,996 | $3,014+32.6% | $4,628-13.7% | $2,381+67.8% |
| Participant deferral / active EE | $4,430 | $5,240-15.5% | $6,426-31.1% | $3,470+27.7% |
| Admin fee / account holder | $10,421 | $5,519+88.8% | $9,284+12.2% | $4,888+113.2% |