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 | $98,430 | $77,813+26.5% | $123,544-20.3% | $64,186+53.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.80% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,995 | $3,014+98.9% | $4,628+29.5% | $2,381+151.8% |
| Participant deferral / active EE | $3,303 | $5,240-37.0% | $6,426-48.6% | $3,470-4.8% |
| Admin fee / account holder | $885 | $5,519-84.0% | $9,284-90.5% | $4,888-81.9% |