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 | $97,075 | $77,813+24.8% | $123,544-21.4% | $64,186+51.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.75% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $7,328 | $3,014+143.1% | $4,628+58.3% | $2,381+207.8% |
| Participant deferral / active EE | $6,678 | $5,240+27.4% | $6,426+3.9% | $3,470+92.5% |
| Admin fee / account holder | $4,333 | $5,519-21.5% | $9,284-53.3% | $4,888-11.4% |