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 | $77,378 | $56,484+37.0% | $169,463-54.3% | $64,186+20.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.32% | -1.55%-5.8pp | 1.83%-9.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,701 | $1,832+102.0% | $4,159-11.0% | $2,381+55.5% |
| Participant deferral / active EE | $5,155 | $3,448+49.5% | $5,277-2.3% | $3,470+48.6% |
| Admin fee / account holder | $871 | $4,174-79.1% | $9,109-90.4% | $4,888-82.2% |