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 | $118,548 | $78,694+50.6% | $67,652+75.2% | $125,391-5.5% |
| Participation rate | 94.7% | 78.8%+15.9pp | 75.7%+19.1pp | 83.2%+11.5pp |
| Annual return | 0.91% | 9.46%-8.5pp | 6625.04%-6624.1pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,239 | $3,044-59.3% | $2,266-45.3% | $4,866-74.5% |
| Participant deferral / active EE | $3,758 | $4,292-12.4% | $3,560+5.6% | $5,352-29.8% |
| Admin fee / account holder | $2,725 | $7,403-63.2% | $4,821-43.5% | $9,540-71.4% |