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 | $66,614 | $48,050+38.6% | $85,969-22.5% | $59,632+11.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 76.5%+23.5pp | 68.7%+31.3pp |
| Annual return | 2.38% | 0.29%+2.1pp | 9.32%-6.9pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $4,735 | $1,640+188.8% | $3,474+36.3% | $2,203+115.0% |
| Participant deferral / active EE | $6,044 | $2,249+168.7% | $3,829+57.8% | $3,192+89.4% |
| Admin fee / account holder | $9,228 | $3,206+187.8% | $6,053+52.4% | $4,297+114.7% |