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 | $89,148 | $71,883+24.0% | $86,677+2.9% | $68,494+30.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.30% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,750 | $2,173+72.6% | $2,836+32.2% | $2,596+44.4% |
| Participant deferral / active EE | $3,986 | $3,779+5.5% | $4,656-14.4% | $4,027-1.0% |
| Admin fee / account holder | $2,955 | $6,112-51.7% | $7,493-60.6% | $5,403-45.3% |