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 | $141,279 | $50,958+177.2% | $74,550+89.5% | $64,186+120.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.70% | -1.86%+4.6pp | 32.53%-29.8pp | 7.63%-4.9pp |
| Employer contribution / active EE | $2,068 | $1,115+85.5% | $1,961+5.5% | $2,381-13.1% |
| Participant deferral / active EE | $5,885 | $2,301+155.7% | $3,108+89.4% | $3,470+69.6% |
| Admin fee / account holder | $2,401 | $4,223-43.1% | $5,060-52.5% | $4,888-50.9% |