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 | $143,381 | $92,222+55.5% | $76,768+86.8% | $135,375+5.9% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -4.99% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,447 | $3,216-23.9% | $2,485-1.5% | $4,779-48.8% |
| Participant deferral / active EE | $4,821 | $4,509+6.9% | $3,852+25.2% | $5,609-14.0% |
| Admin fee / account holder | $18,918 | $10,748+76.0% | $6,675+183.4% | $10,827+74.7% |