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 | $97,371 | $77,813+25.1% | $123,544-21.2% | $64,186+51.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.16% | 12.48%-17.6pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,980 | $3,014+98.4% | $4,628+29.2% | $2,381+151.2% |
| Participant deferral / active EE | $3,053 | $5,240-41.7% | $6,426-52.5% | $3,470-12.0% |
| Admin fee / account holder | $11,118 | $5,519+101.5% | $9,284+19.8% | $4,888+127.4% |