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 | $151,321 | $78,694+92.3% | $67,652+123.7% | $125,391+20.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.25% | 9.46%-6.2pp | 6625.04%-6621.8pp | 282.22%-279.0pp |
| Employer contribution / active EE | $2,668 | $3,044-12.4% | $2,266+17.8% | $4,866-45.2% |
| Participant deferral / active EE | $5,728 | $4,292+33.5% | $3,560+60.9% | $5,352+7.0% |
| Admin fee / account holder | $2,975 | $7,403-59.8% | $4,821-38.3% | $9,540-68.8% |