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 | $95,767 | $77,813+23.1% | $123,544-22.5% | $64,186+49.2% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,096 | $3,014-30.4% | $4,628-54.7% | $2,381-12.0% |
| Participant deferral / active EE | $6,406 | $5,240+22.3% | $6,426-0.3% | $3,470+84.6% |
| Admin fee / account holder | $316 | $5,519-94.3% | $9,284-96.6% | $4,888-93.5% |