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 | $193,554 | $115,770+67.2% | $101,248+91.2% | $158,922+21.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 9.76% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,893 | $4,175-30.7% | $3,660-21.0% | $4,761-39.2% |
| Participant deferral / active EE | $4,021 | $4,957-18.9% | $4,370-8.0% | $5,982-32.8% |
| Admin fee / account holder | $41,078 | $7,245+467.0% | $5,945+590.9% | $11,246+265.3% |