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 | $137,608 | $99,079+38.9% | $77,999+76.4% | $273,961-49.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 6.63% | 217.93%-211.3pp | 425.96%-419.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,888 | $4,306-56.1% | $3,497-46.0% | $5,287-64.3% |
| Admin fee / account holder | $12,515 | $8,954+39.8% | $5,480+128.4% | $10,132+23.5% |