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 9-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 | $85,971 | $57,354+49.9% | $83,848+2.5% | $64,186+33.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.24% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,769 | $2,545+8.8% | $3,631-23.7% | $2,381+16.3% |
| Participant deferral / active EE | $5,643 | $2,993+88.5% | $4,082+38.3% | $3,470+62.6% |
| Admin fee / account holder | $619 | $4,046-84.7% | $5,478-88.7% | $4,888-87.3% |