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 | $230,541 | $92,222+150.0% | $76,768+200.3% | $135,375+70.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 3.64% | 5.46%-1.8pp | 2.43%+1.2pp | 519.73%-516.1pp |
| Employer contribution / active EE | $5,658 | $3,216+75.9% | $2,485+127.7% | $4,779+18.4% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,640 | $10,748+315.3% | $6,675+568.8% | $10,827+312.3% |