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 | $184,709 | $74,927+146.5% | $101,794+81.5% | $84,808+117.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.79% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,301 | $1,522+51.2% | $2,289+0.5% | $2,631-12.6% |
| Participant deferral / active EE | $5,620 | $3,099+81.3% | $4,084+37.6% | $4,212+33.4% |
| Admin fee / account holder | $1,582 | $6,514-75.7% | $8,777-82.0% | $7,344-78.5% |