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 | $142,695 | $71,883+98.5% | $86,677+64.6% | $68,494+108.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.40% | 3.52%-3.1pp | 35.91%-35.5pp | -7.84%+8.2pp |
| Employer contribution / active EE | $3,704 | $2,173+70.5% | $2,836+30.6% | $2,596+42.7% |
| Participant deferral / active EE | $3,425 | $3,779-9.4% | $4,656-26.4% | $4,027-14.9% |
| Admin fee / account holder | $2,863 | $6,112-53.2% | $7,493-61.8% | $5,403-47.0% |