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 | $174,959 | $117,841+48.5% | $102,423+70.8% | $145,922+19.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,734 | $3,615-24.4% | $3,023-9.6% | $4,660-41.3% |
| Participant deferral / active EE | $6,243 | $5,731+8.9% | $5,053+23.6% | $6,688-6.6% |
| Admin fee / account holder | $7,794 | $13,326-41.5% | $9,451-17.5% | $13,397-41.8% |