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 | $187,065 | $65,703+184.7% | $94,224+98.5% | $59,632+213.7% |
| Participation rate | 85.0% | 72.1%+12.9pp | 78.8%+6.2pp | 68.7%+16.3pp |
| Annual return | 0.48% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $3,359 | $2,021+66.3% | $3,587-6.3% | $2,203+52.5% |
| Participant deferral / active EE | $9,495 | $3,143+202.1% | $4,320+119.8% | $3,192+197.5% |
| Admin fee / account holder | $10,366 | $4,264+143.1% | $6,269+65.4% | $4,297+141.2% |