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 | $88,769 | $75,828+17.1% | $147,614-39.9% | $59,632+48.9% |
| Participation rate | 81.3% | 71.6%+9.8pp | 84.6%-3.3pp | 68.7%+12.6pp |
| Annual return | -0.95% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $4,522 | $3,485+29.8% | $5,564-18.7% | $2,203+105.3% |
| Participant deferral / active EE | $3,308 | $3,130+5.7% | $4,895-32.4% | $3,192+3.6% |
| Admin fee / account holder | $2,261 | $5,985-62.2% | $11,611-80.5% | $4,297-47.4% |