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 | $190,921 | $127,065+50.3% | $113,168+68.7% | $142,382+34.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.52% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,731 | $3,442-20.7% | $2,975-8.2% | $4,299-36.5% |
| Participant deferral / active EE | $6,368 | $5,716+11.4% | $5,107+24.7% | $6,507-2.1% |
| Admin fee / account holder | $4,808 | $15,736-69.4% | $12,068-60.2% | $12,624-61.9% |