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 | $62,537 | $52,836+18.4% | $105,738-40.9% | $64,186-2.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.92% | 14.30%-20.2pp | 6.27%-12.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,911 | $1,827+4.6% | $3,268-41.5% | $2,381-19.7% |
| Participant deferral / active EE | $2,684 | $2,545+5.4% | $4,080-34.2% | $3,470-22.6% |
| Admin fee / account holder | $1,577 | $3,959-60.2% | $6,913-77.2% | $4,888-67.7% |