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 | $151,188 | $48,230+213.5% | $67,502+124.0% | $80,856+87.0% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.6%+16.0pp |
| Annual return | 19.29% | 18.28%+1.0pp | 3512.12%-3492.8pp | 35.59%-16.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,072 | $2,924+73.5% | $4,000+26.8% | $4,296+18.1% |
| Admin fee / account holder | $1,322 | $3,681-64.1% | $3,998-66.9% | $6,918-80.9% |