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 | $98,576 | $78,694+25.3% | $67,652+45.7% | $125,391-21.4% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | 1.00% | 9.46%-8.5pp | 6625.04%-6624.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,282 | $4,292-23.5% | $3,560-7.8% | $5,352-38.7% |
| Admin fee / account holder | $2,620 | $7,403-64.6% | $4,821-45.7% | $9,540-72.5% |