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 | $180,256 | $117,381+53.6% | $99,443+81.3% | $152,861+17.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.12% | 31.87%-20.7pp | 30.72%-19.6pp | 345.32%-334.2pp |
| Employer contribution / active EE | $1,508 | $3,013-50.0% | $2,540-40.6% | $4,762-68.3% |
| Participant deferral / active EE | $3,528 | $4,086-13.7% | $3,619-2.5% | $5,850-39.7% |
| Admin fee / account holder | $32,354 | $7,631+324.0% | $6,250+417.6% | $11,596+179.0% |