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 | $101,819 | $67,411+51.0% | $91,001+11.9% | $70,131+45.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.02% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $7,695 | $1,786+330.9% | $2,456+213.4% | $2,342+228.5% |
| Participant deferral / active EE | $8,306 | $2,823+194.3% | $3,547+134.1% | $3,332+149.3% |
| Admin fee / account holder | $2,930 | $4,236-30.8% | $5,417-45.9% | $4,645-36.9% |