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 | $126,872 | $54,320+133.6% | $67,652+87.5% | $52,331+142.4% |
| Participation rate | 96.0% | 73.6%+22.4pp | 75.7%+20.4pp | 68.1%+27.9pp |
| Annual return | 1.75% | 6.81%-5.1pp | 6625.04%-6623.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $2,253 | $1,544+45.9% | $2,266-0.6% | $1,882+19.7% |
| Participant deferral / active EE | $4,189 | $2,950+42.0% | $3,560+17.7% | $3,022+38.6% |
| Admin fee / account holder | $16,894 | $527+3108.3% | $4,821+250.4% | $592+2755.7% |