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 6-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 | $245,044 | $54,762+347.5% | $90,281+171.4% | $72,985+235.7% |
| Participation rate | 78.8% | 65.1%+13.6pp | 73.3%+5.5pp | 69.5%+9.3pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,965 | $2,092+41.7% | $2,854+3.9% | $2,440+21.5% |
| Participant deferral / active EE | $6,601 | $2,887+128.7% | $3,885+69.9% | $3,607+83.0% |
| Admin fee / account holder | $683 | $3,972-82.8% | $5,351-87.2% | $5,124-86.7% |