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 | $159,478 | $228,332-30.2% | $185,823-14.2% | $158,922+0.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.44% | 40.80%-27.4pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,810 | $4,967-43.4% | $4,087-31.3% | $4,761-41.0% |
| Participant deferral / active EE | $7,253 | $6,415+13.1% | $5,632+28.8% | $5,982+21.2% |
| Admin fee / account holder | $8,319 | $11,864-29.9% | $9,500-12.4% | $11,246-26.0% |