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 | $145,600 | $116,875+24.6% | $493,514-70.5% | $116,875+24.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 86.6%+13.4pp | 74.5%+25.5pp |
| Annual return | 14.92% | 16.29%-1.4pp | -7.53%+22.4pp | 16.29%-1.4pp |
| Employer contribution / active EE | $1,786 | $3,288-45.7% | $6,745-73.5% | $3,288-45.7% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $3,576-100.0% | $3,885-100.0% |
| Admin fee / account holder | $524 | $12,263-95.7% | $31,190-98.3% | $12,263-95.7% |