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 | $93,415 | $82,032+13.9% | $123,104-24.1% | $59,632+56.7% |
| Participation rate | 96.1% | 83.2%+12.9pp | 86.8%+9.3pp | 68.7%+27.4pp |
| Annual return | -0.70% | 5.12%-5.8pp | 13.22%-13.9pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $4,400 | $3,297+33.5% | $5,151-14.6% | $2,203+99.8% |
| Participant deferral / active EE | $3,929 | $4,667-15.8% | $6,230-36.9% | $3,192+23.1% |
| Admin fee / account holder | $3,220 | $5,881-45.2% | $9,015-64.3% | $4,297-25.1% |