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 | $140,050 | $67,331+108.0% | $60,874+130.1% | $134,475+4.1% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.3pp | 81.2%+14.2pp |
| Annual return | 0.19% | 49.93%-49.7pp | 16.90%-16.7pp | 417.96%-417.8pp |
| Employer contribution / active EE | $6,348 | $3,096+105.0% | $2,701+135.0% | $4,740+33.9% |
| Participant deferral / active EE | $5,988 | $4,538+31.9% | $3,817+56.9% | $6,400-6.4% |
| Admin fee / account holder | $19,271 | $4,582+320.6% | $3,224+497.7% | $11,426+68.7% |