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 | $106,079 | $71,883+47.6% | $86,677+22.4% | $68,494+54.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -5.95% | 3.52%-9.5pp | 35.91%-41.9pp | -7.84%+1.9pp |
| Employer contribution / active EE | $1,030 | $2,173-52.6% | $2,836-63.7% | $2,596-60.3% |
| Participant deferral / active EE | $2,703 | $3,779-28.5% | $4,656-41.9% | $4,027-32.9% |
| Admin fee / account holder | $2,913 | $6,112-52.3% | $7,493-61.1% | $5,403-46.1% |