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 | $91,195 | $92,222-1.1% | $76,768+18.8% | $135,375-32.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.62% | 5.46%-4.8pp | 2.43%-1.8pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,529 | $3,216-21.4% | $2,485+1.8% | $4,779-47.1% |
| Participant deferral / active EE | $4,769 | $4,509+5.8% | $3,852+23.8% | $5,609-15.0% |
| Admin fee / account holder | $446 | $10,748-95.9% | $6,675-93.3% | $10,827-95.9% |