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 | $129,636 | $72,177+79.6% | $115,037+12.7% | $59,632+117.4% |
| Participation rate | 94.3% | 72.6%+21.7pp | 81.4%+12.9pp | 68.7%+25.6pp |
| Annual return | 0.07% | 12.02%-11.9pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $6,232 | $2,841+119.3% | $4,608+35.3% | $2,203+182.9% |
| Participant deferral / active EE | $12,311 | $4,783+157.4% | $6,026+104.3% | $3,192+285.7% |
| Admin fee / account holder | $24,257 | $4,927+392.3% | $8,175+196.7% | $4,297+464.5% |