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 | $88,274 | $98,750-10.6% | $149,696-41.0% | $79,858+10.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.34% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $636 | $3,216-80.2% | $4,644-86.3% | $2,471-74.2% |
| Participant deferral / active EE | $4,174 | $5,680-26.5% | $6,842-39.0% | $3,740+11.6% |
| Admin fee / account holder | $34,914 | $6,053+476.9% | $9,309+275.1% | $5,306+558.0% |