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 | $158,965 | $72,177+120.2% | $115,037+38.2% | $59,632+166.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.57% | 12.02%-10.4pp | 26.14%-24.6pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $12,592 | $2,841+343.2% | $4,608+173.3% | $2,203+471.7% |
| Participant deferral / active EE | $4,593 | $4,783-4.0% | $6,026-23.8% | $3,192+43.9% |
| Admin fee / account holder | $1,239 | $4,927-74.9% | $8,175-84.8% | $4,297-71.2% |