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 | $161,001 | $113,935+41.3% | $94,224+70.9% | $125,391+28.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.52% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,836 | $4,727-61.2% | $3,587-48.8% | $4,866-62.3% |
| Participant deferral / active EE | $5,508 | $5,179+6.4% | $4,320+27.5% | $5,352+2.9% |
| Admin fee / account holder | $5,337 | $8,391-36.4% | $6,269-14.9% | $9,540-44.1% |