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 | $216,606 | $99,877+116.9% | $84,966+154.9% | $145,922+48.4% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 21.18% | 83.76%-62.6pp | 66.38%-45.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,730 | $3,231-46.5% | $2,727-36.6% | $4,660-62.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,527 | $7,248-9.9% | $6,149+6.1% | $13,397-51.3% |