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 9-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 | $168,138 | $104,251+61.3% | $91,001+84.8% | $147,584+13.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 0.00% | 27.06%-27.1pp | 4.60%-4.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,466 | $3,116+107.5% | $2,456+163.3% | $4,876+32.6% |
| Participant deferral / active EE | $1,544 | $4,195-63.2% | $3,547-56.5% | $5,439-71.6% |
| Admin fee / account holder | $430 | $8,948-95.2% | $5,417-92.1% | $10,885-96.0% |