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 | $121,690 | $53,822+126.1% | $75,696+60.8% | $85,850+41.7% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.72% | 24.54%-11.8pp | 104.53%-91.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $1,905 | $2,017-5.5% | $2,743-30.5% | $2,565-25.7% |
| Participant deferral / active EE | $2,323 | $2,895-19.8% | $3,821-39.2% | $3,952-41.2% |
| Admin fee / account holder | $10,865 | $3,343+225.0% | $3,619+200.2% | $6,260+73.6% |