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 | $58,484 | $52,836+10.7% | $105,738-44.7% | $64,186-8.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -6.59% | 14.30%-20.9pp | 6.27%-12.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $7,979 | $1,827+336.7% | $3,268+144.1% | $2,381+235.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,237 | $3,959-18.2% | $6,913-53.2% | $4,888-33.8% |