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 | $28,149 | $52,681-46.6% | $75,781-62.9% | $59,632-52.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.12% | 2.95%-2.8pp | 9.68%-9.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $2,313 | $2,193+5.5% | $3,323-30.4% | $2,203+5.0% |
| Participant deferral / active EE | $2,968 | $2,591+14.6% | $3,651-18.7% | $3,192-7.0% |
| Admin fee / account holder | $4,727 | $3,610+31.0% | $5,299-10.8% | $4,297+10.0% |