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 | $159,260 | $74,927+112.6% | $101,794+56.5% | $84,808+87.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.59% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,916 | $1,522+25.9% | $2,289-16.3% | $2,631-27.2% |
| Participant deferral / active EE | $5,686 | $3,099+83.5% | $4,084+39.2% | $4,212+35.0% |
| Admin fee / account holder | $2,087 | $6,514-68.0% | $8,777-76.2% | $7,344-71.6% |