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 | $174,241 | $40,256+332.8% | $57,343+203.9% | $59,632+192.2% |
| Participation rate | 92.6% | 69.2%+23.4pp | 75.1%+17.5pp | 68.7%+23.9pp |
| Annual return | 2.35% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $2,863 | $1,922+49.0% | $2,689+6.5% | $2,203+30.0% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $551 | $2,818-80.5% | $3,356-83.6% | $4,297-87.2% |