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 | $147,505 | $108,172+36.4% | $77,482+90.4% | $158,922-7.2% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 4.60% | 31.67%-27.1pp | 54.79%-50.2pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,267 | $1,325-4.4% | $986+28.4% | $4,761-73.4% |
| Participant deferral / active EE | $5,658 | $2,456+130.4% | $1,861+204.0% | $5,982-5.4% |
| Admin fee / account holder | $97,093 | $3,708+2518.7% | $2,858+3297.5% | $11,246+763.4% |