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 | $80,130 | $71,883+11.5% | $86,677-7.6% | $68,494+17.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -18.50% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $4,713 | $2,173+116.9% | $2,836+66.1% | $2,596+81.5% |
| Participant deferral / active EE | $6,179 | $3,779+63.5% | $4,656+32.7% | $4,027+53.4% |
| Admin fee / account holder | $4,649 | $6,112-23.9% | $7,493-38.0% | $5,403-13.9% |