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 | $122,044 | $84,695+44.1% | $73,843+65.3% | $125,391-2.7% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | 0.84% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,934 | $3,123-6.1% | $2,787+5.3% | $4,866-39.7% |
| Participant deferral / active EE | $6,867 | $3,992+72.0% | $3,583+91.6% | $5,352+28.3% |
| Admin fee / account holder | $58,917 | $5,691+935.2% | $4,880+1107.3% | $9,540+517.5% |