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 | $105,669 | $71,883+47.0% | $86,677+21.9% | $68,494+54.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -10.47% | 3.52%-14.0pp | 35.91%-46.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,865 | $2,173-14.2% | $2,836-34.2% | $2,596-28.2% |
| Participant deferral / active EE | $4,103 | $3,779+8.6% | $4,656-11.9% | $4,027+1.9% |
| Admin fee / account holder | $5,964 | $6,112-2.4% | $7,493-20.4% | $5,403+10.4% |