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 | $162,092 | $45,152+259.0% | $73,843+119.5% | $59,632+171.8% |
| Participation rate | 85.7% | 64.0%+21.7pp | 73.4%+12.3pp | 68.7%+17.0pp |
| Annual return | 0.52% | 27.40%-26.9pp | 2267.84%-2267.3pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $15,191 | $1,902+698.8% | $2,787+445.0% | $2,203+589.7% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,065 | $3,516+157.8% | $4,880+85.7% | $4,297+111.0% |