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 | $101,136 | $77,813+30.0% | $123,544-18.1% | $64,186+57.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.78% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,907 | $3,014-3.5% | $4,628-37.2% | $2,381+22.1% |
| Participant deferral / active EE | $8,186 | $5,240+56.2% | $6,426+27.4% | $3,470+135.9% |
| Admin fee / account holder | $7,607 | $5,519+37.8% | $9,284-18.1% | $4,888+55.6% |