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 | $70,467 | $84,527-16.6% | $67,711+4.1% | $125,391-43.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.05% | 2.57%-2.5pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $7,027 | $3,292+113.5% | $2,559+174.6% | $4,866+44.4% |
| Participant deferral / active EE | $5,168 | $4,429+16.7% | $3,585+44.1% | $5,352-3.4% |
| Admin fee / account holder | $2,188 | $5,340-59.0% | $4,255-48.6% | $9,540-77.1% |