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 | $99,109 | $49,177+101.5% | $79,464+24.7% | $64,186+54.4% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -6.52% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,624 | $2,076-21.8% | $2,800-42.0% | $2,381-31.8% |
| Participant deferral / active EE | $3,805 | $2,821+34.9% | $3,704+2.7% | $3,470+9.7% |
| Admin fee / account holder | $1,067 | $3,839-72.2% | $5,113-79.1% | $4,888-78.2% |