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 | $104,383 | $94,529+10.4% | $140,016-25.4% | $64,186+62.6% |
| Participation rate | 86.1% | 84.1%+2.0pp | 87.5%-1.4pp | 69.6%+16.5pp |
| Annual return | -0.67% | 7.77%-8.4pp | 651.12%-651.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $10,686 | $3,812+180.3% | $5,606+90.6% | $2,381+348.8% |
| Participant deferral / active EE | $13,011 | $5,250+147.8% | $6,927+87.8% | $3,470+275.0% |
| Admin fee / account holder | $2,028 | $6,741-69.9% | $10,705-81.1% | $4,888-58.5% |