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 | $51,622 | $92,222-44.0% | $76,768-32.8% | $135,375-61.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 1.80% | 5.46%-3.7pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $4,114 | $3,216+27.9% | $2,485+65.6% | $4,779-13.9% |
| Participant deferral / active EE | $6,618 | $4,509+46.8% | $3,852+71.8% | $5,609+18.0% |
| Admin fee / account holder | $26,752 | $10,748+148.9% | $6,675+300.8% | $10,827+147.1% |