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 | $194,239 | $54,350+257.4% | $82,719+134.8% | $68,494+183.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 5.35% | -13.67%+19.0pp | 701.18%-695.8pp | -7.84%+13.2pp |
| Employer contribution / active EE | $4,921 | $2,218+121.9% | $3,009+63.5% | $2,596+89.5% |
| Participant deferral / active EE | $5,653 | $3,246+74.2% | $4,395+28.6% | $4,027+40.4% |
| Admin fee / account holder | $14,107 | $4,395+221.0% | $5,329+164.7% | $5,403+161.1% |