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 | $85,800 | $82,032+4.6% | $123,104-30.3% | $59,632+43.9% |
| Participation rate | 96.2% | 83.2%+13.0pp | 86.8%+9.4pp | 68.7%+27.5pp |
| Annual return | -1.47% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $4,252 | $3,297+29.0% | $5,151-17.5% | $2,203+93.0% |
| Participant deferral / active EE | $4,450 | $4,667-4.6% | $6,230-28.6% | $3,192+39.4% |
| Admin fee / account holder | $1,461 | $5,881-75.2% | $9,015-83.8% | $4,297-66.0% |