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 | $110,464 | $99,032+11.5% | $80,019+38.0% | $135,375-18.4% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -3.30% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $7,319 | $3,043+140.5% | $2,468+196.5% | $4,779+53.1% |
| Participant deferral / active EE | $2,674 | $4,282-37.6% | $3,686-27.4% | $5,609-52.3% |
| Admin fee / account holder | $8,969 | $10,436-14.1% | $6,521+37.5% | $10,827-17.2% |