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 | $193,002 | $81,632+136.4% | $70,449+174.0% | $158,922+21.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.24% | 208.40%-202.2pp | 109.03%-102.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $859 | $3,217-73.3% | $2,737-68.6% | $4,761-82.0% |
| Participant deferral / active EE | $1,918 | $4,554-57.9% | $3,709-48.3% | $5,982-67.9% |
| Admin fee / account holder | $3,098 | $6,193-50.0% | $3,845-19.4% | $11,246-72.5% |