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 | $91,210 | $49,177+85.5% | $79,464+14.8% | $64,186+42.1% |
| Participation rate | 80.8% | 65.0%+15.7pp | 73.3%+7.4pp | 69.6%+11.2pp |
| Annual return | -7.82% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,787 | $2,076+34.2% | $2,800-0.5% | $2,381+17.1% |
| Participant deferral / active EE | $5,337 | $2,821+89.2% | $3,704+44.1% | $3,470+53.8% |
| Admin fee / account holder | $4,486 | $3,839+16.8% | $5,113-12.3% | $4,888-8.2% |