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 | $136,772 | $52,681+159.6% | $75,781+80.5% | $59,632+129.4% |
| Participation rate | 72.7% | 67.2%+5.5pp | 75.8%-3.1pp | 68.7%+4.1pp |
| Annual return | -1.15% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $5,722 | $2,193+160.9% | $3,323+72.2% | $2,203+159.8% |
| Participant deferral / active EE | $5,722 | $2,591+120.9% | $3,651+56.7% | $3,192+79.3% |
| Admin fee / account holder | $10,867 | $3,610+201.1% | $5,299+105.1% | $4,297+152.9% |