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 | $141,201 | $85,790+64.6% | $67,313+109.8% | $135,375+4.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 4.46% | -0.54%+5.0pp | -4.08%+8.5pp | 519.73%-515.3pp |
| Employer contribution / active EE | $10,362 | $3,487+197.1% | $2,566+303.9% | $4,779+116.8% |
| Participant deferral / active EE | $7,806 | $4,651+67.8% | $3,568+118.8% | $5,609+39.2% |
| Admin fee / account holder | $7,801 | $6,392+22.0% | $4,507+73.1% | $10,827-27.9% |