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 | $107,147 | $72,404+48.0% | $110,238-2.8% | $64,186+66.9% |
| Participation rate | 96.4% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.8pp |
| Annual return | -3.60% | -6.29%+2.7pp | 314.74%-318.3pp | 7.63%-11.2pp |
| Employer contribution / active EE | $6,047 | $2,282+165.0% | $3,826+58.0% | $2,381+154.0% |
| Participant deferral / active EE | $2,812 | $3,469-19.0% | $4,672-39.8% | $3,470-19.0% |
| Admin fee / account holder | $40,209 | $5,664+609.9% | $8,547+370.4% | $4,888+722.6% |