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 | $212,163 | $127,386+66.6% | $115,037+84.4% | $125,391+69.2% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | 0.01% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $5,444 | $5,166+5.4% | $4,608+18.2% | $4,866+11.9% |
| Participant deferral / active EE | $3,629 | $6,423-43.5% | $6,026-39.8% | $5,352-32.2% |
| Admin fee / account holder | $1,286 | $9,516-86.5% | $8,175-84.3% | $9,540-86.5% |