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 | $75,956 | $93,024-18.3% | $77,024-1.4% | $134,475-43.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 1.06% | 62.60%-61.5pp | 42.32%-41.3pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,185 | $3,418-65.3% | $2,812-57.9% | $4,740-75.0% |
| Participant deferral / active EE | $1,867 | $5,238-64.4% | $4,426-57.8% | $6,400-70.8% |
| Admin fee / account holder | $104,612 | $6,944+1406.5% | $5,425+1828.2% | $11,426+815.6% |