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 | $178,884 | $84,695+111.2% | $73,843+142.2% | $125,391+42.7% |
| Participation rate | 94.4% | 76.8%+17.7pp | 73.4%+21.0pp | 83.2%+11.3pp |
| Annual return | 1.23% | 3123.53%-3122.3pp | 2267.84%-2266.6pp | 282.22%-281.0pp |
| Employer contribution / active EE | $2,350 | $3,123-24.8% | $2,787-15.7% | $4,866-51.7% |
| Participant deferral / active EE | $5,517 | $3,992+38.2% | $3,583+54.0% | $5,352+3.1% |
| Admin fee / account holder | $27,975 | $5,691+391.6% | $4,880+473.2% | $9,540+193.2% |