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 | $90,774 | $76,912+18.0% | $129,110-29.7% | $68,494+32.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -18.50% | -9.78%-8.7pp | -10.94%-7.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,351 | $3,243+34.2% | $5,052-13.9% | $2,596+67.6% |
| Participant deferral / active EE | $10,288 | $4,732+117.4% | $6,542+57.3% | $4,027+155.5% |
| Admin fee / account holder | $15,253 | $6,638+129.8% | $14,302+6.6% | $5,403+182.3% |