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 | $164,955 | $50,958+223.7% | $74,550+121.3% | $64,186+157.0% |
| Participation rate | 98.3% | 61.1%+37.3pp | 69.1%+29.2pp | 69.6%+28.8pp |
| Annual return | 14.53% | -1.86%+16.4pp | 32.53%-18.0pp | 7.63%+6.9pp |
| Employer contribution / active EE | $10,026 | $1,115+798.9% | $1,961+411.3% | $2,381+321.1% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,503 | $4,223-17.0% | $5,060-30.8% | $4,888-28.3% |