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 | $98,016 | $65,703+49.2% | $94,224+4.0% | $59,632+64.4% |
| Participation rate | 90.7% | 72.1%+18.6pp | 78.8%+11.9pp | 68.7%+22.0pp |
| Annual return | -1.52% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,794 | $2,021+38.3% | $3,587-22.1% | $2,203+26.8% |
| Participant deferral / active EE | $4,114 | $3,143+30.9% | $4,320-4.8% | $3,192+28.9% |
| Admin fee / account holder | $3,229 | $4,264-24.3% | $6,269-48.5% | $4,297-24.9% |