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 | $181,488 | $62,586+190.0% | $76,768+136.4% | $64,186+182.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | 2.15% | -1.95%+4.1pp | 2.43%-0.3pp | 7.63%-5.5pp |
| Employer contribution / active EE | $16,380 | $1,832+794.1% | $2,485+559.1% | $2,381+588.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $18,887 | $4,667+304.7% | $6,675+183.0% | $4,888+286.4% |