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 | $173,127 | $106,584+62.4% | $101,326+70.9% | $142,382+21.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 14.53% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,386 | $3,956-39.7% | $3,665-34.9% | $4,299-44.5% |
| Participant deferral / active EE | $19,534 | $8,297+135.4% | $7,994+144.4% | $6,507+200.2% |
| Admin fee / account holder | $20,781 | $11,446+81.6% | $11,185+85.8% | $12,624+64.6% |