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 | $148,187 | $99,877+48.4% | $84,966+74.4% | $145,922+1.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 83.76%-71.9pp | 66.38%-54.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,234 | $3,231-61.8% | $2,727-54.8% | $4,660-73.5% |
| Participant deferral / active EE | $3,689 | $5,291-30.3% | $4,519-18.4% | $6,688-44.8% |
| Admin fee / account holder | $33,822 | $7,248+366.6% | $6,149+450.1% | $13,397+152.5% |