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 | $145,173 | $64,839+123.9% | $95,585+51.9% | $84,808+71.2% |
| Participation rate | 81.8% | 63.8%+18.0pp | 72.1%+9.7pp | 68.3%+13.5pp |
| Annual return | 15.47% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,800 | $1,759+2.4% | $2,527-28.7% | $2,631-31.6% |
| Participant deferral / active EE | $4,852 | $2,965+63.7% | $4,023+20.6% | $4,212+15.2% |
| Admin fee / account holder | $880 | $5,964-85.2% | $6,127-85.6% | $7,344-88.0% |