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 | $82,075 | $59,805+37.2% | $79,550+3.2% | $68,494+19.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -9.04% | -12.30%+3.3pp | 0.16%-9.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $7,214 | $1,505+379.3% | $2,413+198.9% | $2,596+177.9% |
| Participant deferral / active EE | $3,930 | $3,024+29.9% | $3,985-1.4% | $4,027-2.4% |
| Admin fee / account holder | $4,058 | $4,835-16.1% | $6,832-40.6% | $5,403-24.9% |