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 | $93,607 | $71,883+30.2% | $86,677+8.0% | $68,494+36.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.55% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $7,081 | $2,173+225.9% | $2,836+149.7% | $2,596+172.7% |
| Participant deferral / active EE | $5,259 | $3,779+39.2% | $4,656+13.0% | $4,027+30.6% |
| Admin fee / account holder | $4,656 | $6,112-23.8% | $7,493-37.9% | $5,403-13.8% |