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 | $64,140 | $61,660+4.0% | $80,019-19.8% | $64,186-0.1% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.6%+23.8pp |
| Annual return | -5.50% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,856 | $1,810+168.2% | $2,468+96.8% | $2,381+104.0% |
| Participant deferral / active EE | $6,122 | $2,968+106.3% | $3,686+66.1% | $3,470+76.4% |
| Admin fee / account holder | $10,376 | $5,417+91.5% | $6,521+59.1% | $4,888+112.3% |