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 5-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 | $182,819 | $70,428+159.6% | $96,562+89.3% | $85,850+113.0% |
| Participation rate | 92.2% | 61.8%+30.4pp | 69.8%+22.4pp | 69.3%+22.9pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $846 | $1,413-40.2% | $2,356-64.1% | $2,565-67.0% |
| Participant deferral / active EE | $1,937 | $2,894-33.0% | $3,849-49.7% | $3,952-51.0% |
| Admin fee / account holder | $11,153 | $4,997+123.2% | $6,181+80.4% | $6,260+78.2% |