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 | $192,308 | $70,428+173.1% | $96,562+99.2% | $85,850+124.0% |
| Participation rate | 72.6% | 61.8%+10.8pp | 69.8%+2.8pp | 69.3%+3.3pp |
| Annual return | 28.48% | 18.59%+9.9pp | 37.78%-9.3pp | 318.53%-290.1pp |
| Employer contribution / active EE | $2,251 | $1,413+59.3% | $2,356-4.5% | $2,565-12.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,493 | $4,997-50.1% | $6,181-59.7% | $6,260-60.2% |