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 | $123,551 | $59,101+109.1% | $77,163+60.1% | $75,163+64.4% |
| Participation rate | 78.2% | 63.9%+14.3pp | 69.6%+8.6pp | 67.2%+11.0pp |
| Annual return | 15.21% | 26.71%-11.5pp | 37.87%-22.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,937 | $2,999-35.4% | $3,833-49.5% | $4,125-53.0% |
| Admin fee / account holder | $23,126 | $4,774+384.4% | $5,472+322.6% | $5,651+309.2% |