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 | $173,810 | $117,983+47.3% | $101,794+70.7% | $142,382+22.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.02% | 36.92%-19.9pp | 30.53%-13.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,565 | $2,773+28.6% | $2,289+55.8% | $4,299-17.1% |
| Participant deferral / active EE | $7,437 | $4,714+57.8% | $4,084+82.1% | $6,507+14.3% |
| Admin fee / account holder | $22,586 | $10,433+116.5% | $8,777+157.3% | $12,624+78.9% |