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 | $115,522 | $99,341+16.3% | $84,750+36.3% | $273,961-57.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.16% | 22.93%-20.8pp | 22.78%-20.6pp | 41.45%-39.3pp |
| Employer contribution / active EE | $2,746 | $4,214-34.8% | $3,574-23.2% | $4,869-43.6% |
| Participant deferral / active EE | $6,988 | $4,269+63.7% | $3,712+88.3% | $5,287+32.2% |
| Admin fee / account holder | $12,646 | $6,644+90.3% | $5,332+137.2% | $10,132+24.8% |