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 | $128,800 | $52,681+144.5% | $75,781+70.0% | $59,632+116.0% |
| Participation rate | 76.3% | 67.2%+9.1pp | 75.8%+0.5pp | 68.7%+7.6pp |
| Annual return | 1.47% | 2.95%-1.5pp | 9.68%-8.2pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $2,860 | $2,193+30.4% | $3,323-13.9% | $2,203+29.9% |
| Participant deferral / active EE | $7,203 | $2,591+178.0% | $3,651+97.3% | $3,192+125.7% |
| Admin fee / account holder | $18,871 | $3,610+422.8% | $5,299+256.1% | $4,297+339.2% |