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 | $224,112 | $92,703+141.8% | $82,719+170.9% | $134,475+66.7% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | 0.35% | 944.92%-944.6pp | 701.18%-700.8pp | 417.96%-417.6pp |
| Employer contribution / active EE | $6,446 | $3,274+96.9% | $3,009+114.2% | $4,740+36.0% |
| Participant deferral / active EE | $3,802 | $4,802-20.8% | $4,395-13.5% | $6,400-40.6% |
| Admin fee / account holder | $944 | $5,983-84.2% | $5,329-82.3% | $11,426-91.7% |