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 | $86,444 | $52,681+64.1% | $75,781+14.1% | $59,632+45.0% |
| Participation rate | 87.5% | 67.2%+20.3pp | 75.8%+11.7pp | 68.7%+18.8pp |
| Annual return | -0.69% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,714 | $2,193+23.7% | $3,323-18.3% | $2,203+23.2% |
| Participant deferral / active EE | $6,555 | $2,591+153.0% | $3,651+79.5% | $3,192+105.4% |
| Admin fee / account holder | $1,231 | $3,610-65.9% | $5,299-76.8% | $4,297-71.4% |