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 | $79,284 | $65,703+20.7% | $94,224-15.9% | $59,632+33.0% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.56% | 5.22%-3.7pp | 10.68%-9.1pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $3,260 | $2,021+61.3% | $3,587-9.1% | $2,203+48.0% |
| Participant deferral / active EE | $6,791 | $3,143+116.1% | $4,320+57.2% | $3,192+112.8% |
| Admin fee / account holder | $7,123 | $4,264+67.0% | $6,269+13.6% | $4,297+65.8% |