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 | $194,483 | $77,314+151.5% | $177,989+9.3% | $80,856+140.5% |
| Participation rate | 74.5% | 65.7%+8.8pp | 77.1%-2.6pp | 67.6%+6.8pp |
| Annual return | 0.00% | 18.09%-18.1pp | 294.48%-294.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,670 | $2,292+16.5% | $3,949-32.4% | $2,755-3.1% |
| Participant deferral / active EE | $5,749 | $4,411+30.4% | $6,276-8.4% | $4,296+33.8% |
| Admin fee / account holder | $13,012 | $7,191+81.0% | $10,363+25.6% | $6,918+88.1% |