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 | $105,216 | $94,529+11.3% | $140,016-24.9% | $64,186+63.9% |
| Participation rate | 95.1% | 84.1%+11.0pp | 87.5%+7.6pp | 69.6%+25.5pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,799 | $3,812+25.9% | $5,606-14.4% | $2,381+101.6% |
| Participant deferral / active EE | $6,610 | $5,250+25.9% | $6,927-4.6% | $3,470+90.5% |
| Admin fee / account holder | $10,451 | $6,741+55.0% | $10,705-2.4% | $4,888+113.8% |