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 | $99,475 | $65,703+51.4% | $94,224+5.6% | $59,632+66.8% |
| Participation rate | 73.4% | 72.1%+1.3pp | 78.8%-5.4pp | 68.7%+4.7pp |
| Annual return | 0.43% | 5.22%-4.8pp | 10.68%-10.2pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,200 | $2,021+8.9% | $3,587-38.7% | $2,203-0.1% |
| Participant deferral / active EE | $4,577 | $3,143+45.6% | $4,320+5.9% | $3,192+43.4% |
| Admin fee / account holder | $7,073 | $4,264+65.9% | $6,269+12.8% | $4,297+64.6% |