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 | $175,063 | $87,540+100.0% | $75,781+131.0% | $125,391+39.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | 0.02% | 13.48%-13.5pp | 9.68%-9.7pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,908 | $3,930-51.4% | $3,323-42.6% | $4,866-60.8% |
| Participant deferral / active EE | $13,439 | $4,229+217.8% | $3,651+268.0% | $5,352+151.1% |
| Admin fee / account holder | $2,097 | $6,502-67.7% | $5,299-60.4% | $9,540-78.0% |