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 | $209,583 | $92,222+127.3% | $76,768+173.0% | $135,375+54.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 3.47% | 5.46%-2.0pp | 2.43%+1.0pp | 519.73%-516.3pp |
| Employer contribution / active EE | $1,000 | $3,216-68.9% | $2,485-59.8% | $4,779-79.1% |
| Participant deferral / active EE | $2,178 | $4,509-51.7% | $3,852-43.4% | $5,609-61.2% |
| Admin fee / account holder | $4,605 | $10,748-57.2% | $6,675-31.0% | $10,827-57.5% |