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 | $247,598 | $59,805+314.0% | $79,550+211.3% | $68,494+261.5% |
| Participation rate | 98.4% | 61.1%+37.4pp | 69.5%+29.0pp | 67.9%+30.5pp |
| Annual return | 13.59% | -12.30%+25.9pp | 0.16%+13.4pp | -7.84%+21.4pp |
| Employer contribution / active EE | $12,093 | $1,505+703.5% | $2,413+401.1% | $2,596+365.8% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $26,289 | $4,835+443.7% | $6,832+284.8% | $5,403+386.6% |