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 | $116,239 | $48,230+141.0% | $67,502+72.2% | $80,856+43.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.99% | 18.28%-5.3pp | 3512.12%-3499.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,302 | $2,020-35.5% | $2,731-52.3% | $2,755-52.7% |
| Participant deferral / active EE | $1,939 | $2,924-33.7% | $4,000-51.5% | $4,296-54.9% |
| Admin fee / account holder | $11,702 | $3,681+217.9% | $3,998+192.7% | $6,918+69.2% |