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 | $108,784 | $77,813+39.8% | $123,544-11.9% | $64,186+69.5% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -7.19% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,040 | $3,014+0.9% | $4,628-34.3% | $2,381+27.7% |
| Participant deferral / active EE | $6,970 | $5,240+33.0% | $6,426+8.5% | $3,470+100.9% |
| Admin fee / account holder | $2,652 | $5,519-51.9% | $9,284-71.4% | $4,888-45.7% |