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 | $235,192 | $64,839+262.7% | $95,585+146.1% | $84,808+177.3% |
| Participation rate | 94.1% | 63.8%+30.3pp | 72.1%+22.0pp | 68.3%+25.8pp |
| Annual return | 17.44% | -670.96%+688.4pp | 38.56%-21.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,033 | $1,759-41.3% | $2,527-59.1% | $2,631-60.7% |
| Participant deferral / active EE | $4,573 | $2,965+54.3% | $4,023+13.7% | $4,212+8.6% |
| Admin fee / account holder | $1,151 | $5,964-80.7% | $6,127-81.2% | $7,344-84.3% |