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 | $173,563 | $95,803+81.2% | $113,168+53.4% | $84,808+104.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.87% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,466 | $2,360+4.5% | $2,975-17.1% | $2,631-6.3% |
| Participant deferral / active EE | $4,622 | $4,242+9.0% | $5,107-9.5% | $4,212+9.8% |
| Admin fee / account holder | $17,606 | $8,989+95.9% | $12,068+45.9% | $7,344+139.7% |