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 | $119,848 | $69,518+72.4% | $59,878+100.2% | $135,375-11.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.90% | 7.94%-7.0pp | 3.46%-2.6pp | 519.73%-518.8pp |
| Employer contribution / active EE | $9,549 | $3,235+195.2% | $2,722+250.9% | $4,779+99.8% |
| Participant deferral / active EE | $11,254 | $4,206+167.6% | $3,402+230.8% | $5,609+100.7% |
| Admin fee / account holder | $1,990 | $5,734-65.3% | $3,590-44.6% | $10,827-81.6% |