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 | $94,172 | $94,529-0.4% | $140,016-32.7% | $64,186+46.7% |
| Participation rate | 94.3% | 84.1%+10.2pp | 87.5%+6.8pp | 69.6%+24.7pp |
| Annual return | -5.29% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,896 | $3,812+28.4% | $5,606-12.7% | $2,381+105.6% |
| Participant deferral / active EE | $10,258 | $5,250+95.4% | $6,927+48.1% | $3,470+195.6% |
| Admin fee / account holder | $10,267 | $6,741+52.3% | $10,705-4.1% | $4,888+110.0% |