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 | $72,486 | $72,177+0.4% | $115,037-37.0% | $59,632+21.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.37% | 12.02%-11.6pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $6,556 | $2,841+130.7% | $4,608+42.3% | $2,203+197.6% |
| Participant deferral / active EE | $6,701 | $4,783+40.1% | $6,026+11.2% | $3,192+110.0% |
| Admin fee / account holder | $17,259 | $4,927+250.3% | $8,175+111.1% | $4,297+301.7% |