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 | $206,198 | $73,867+179.1% | $143,757+43.4% | $68,494+201.0% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | 0.99% | 1.01%0pp | -0.04%+1.0pp | -7.84%+8.8pp |
| Employer contribution / active EE | $6,089 | $3,184+91.2% | $4,951+23.0% | $2,596+134.5% |
| Participant deferral / active EE | $2,887 | $3,384-14.7% | $5,637-48.8% | $4,027-28.3% |
| Admin fee / account holder | $806 | $5,755-86.0% | $14,673-94.5% | $5,403-85.1% |