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 | $135,634 | $72,177+87.9% | $115,037+17.9% | $59,632+127.4% |
| Participation rate | 98.6% | 72.6%+26.0pp | 81.4%+17.2pp | 68.7%+29.9pp |
| Annual return | 0.65% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $6,516 | $2,841+129.3% | $4,608+41.4% | $2,203+195.8% |
| Participant deferral / active EE | $8,683 | $4,783+81.5% | $6,026+44.1% | $3,192+172.0% |
| Admin fee / account holder | $17,137 | $4,927+247.8% | $8,175+109.6% | $4,297+298.8% |