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 | $77,512 | $77,813-0.4% | $123,544-37.3% | $64,186+20.8% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -7.13% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,213 | $3,014+73.0% | $4,628+12.6% | $2,381+118.9% |
| Participant deferral / active EE | $11,238 | $5,240+114.5% | $6,426+74.9% | $3,470+223.9% |
| Admin fee / account holder | $9,816 | $5,519+77.9% | $9,284+5.7% | $4,888+100.8% |