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 | $119,679 | $52,681+127.2% | $75,781+57.9% | $59,632+100.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.53% | 2.95%-2.4pp | 9.68%-9.1pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,846 | $2,193+75.4% | $3,323+15.7% | $2,203+74.6% |
| Participant deferral / active EE | $6,043 | $2,591+133.3% | $3,651+65.5% | $3,192+89.3% |
| Admin fee / account holder | $9,495 | $3,610+163.0% | $5,299+79.2% | $4,297+121.0% |