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 | $79,779 | $71,883+11.0% | $86,677-8.0% | $68,494+16.5% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -14.87% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,523 | $2,173+108.2% | $2,836+59.5% | $2,596+74.2% |
| Participant deferral / active EE | $6,168 | $3,779+63.2% | $4,656+32.5% | $4,027+53.1% |
| Admin fee / account holder | $1,986 | $6,112-67.5% | $7,493-73.5% | $5,403-63.2% |