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 | $153,796 | $78,485+96.0% | $106,213+44.8% | $74,495+106.5% |
| Participation rate | 72.3% | 72.8%-0.5pp | 75.3%-3.0pp | 67.2%+5.1pp |
| Annual return | 17.23% | 15.95%+1.3pp | 116.14%-98.9pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,086 | $2,523-56.9% | $3,171-65.8% | $2,623-58.6% |
| Participant deferral / active EE | $3,742 | $4,322-13.4% | $5,016-25.4% | $4,346-13.9% |
| Admin fee / account holder | $14,382 | $2,232+544.4% | $11,033+30.3% | $1,942+640.7% |