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 | $185,611 | $87,135+113.0% | $206,214-10.0% | $116,875+58.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 18.38% | 22.51%-4.1pp | -1.60%+20.0pp | 16.29%+2.1pp |
| Employer contribution / active EE | $2,378 | $3,046-21.9% | $5,967-60.2% | $3,288-27.7% |
| Participant deferral / active EE | $11,047 | $3,898+183.4% | $4,649+137.6% | $3,885+184.4% |
| Admin fee / account holder | $8,344 | $8,630-3.3% | $13,671-39.0% | $12,263-32.0% |