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 | $194,619 | $99,877+94.9% | $84,966+129.1% | $145,922+33.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 13.24% | 83.76%-70.5pp | 66.38%-53.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,312 | $3,231+2.5% | $2,727+21.4% | $4,660-28.9% |
| Participant deferral / active EE | $9,961 | $5,291+88.3% | $4,519+120.4% | $6,688+48.9% |
| Admin fee / account holder | $303,476 | $7,248+4087.1% | $6,149+4835.6% | $13,397+2165.3% |