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 | $96,127 | $65,703+46.3% | $94,224+2.0% | $59,632+61.2% |
| Participation rate | 82.9% | 72.1%+10.8pp | 78.8%+4.2pp | 68.7%+14.3pp |
| Annual return | -0.14% | 5.22%-5.4pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $2,187 | $2,021+8.3% | $3,587-39.0% | $2,203-0.7% |
| Participant deferral / active EE | $4,688 | $3,143+49.2% | $4,320+8.5% | $3,192+46.9% |
| Admin fee / account holder | $11,328 | $4,264+165.7% | $6,269+80.7% | $4,297+163.6% |