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 | $148,169 | $118,450+25.1% | $98,439+50.5% | $139,434+6.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.39% | 18.94%+2.4pp | 21.16%+0.2pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,971 | $3,609+10.0% | $3,048+30.3% | $4,751-16.4% |
| Participant deferral / active EE | $2,872 | $5,392-46.7% | $4,738-39.4% | $6,710-57.2% |
| Admin fee / account holder | $1,849 | $14,026-86.8% | $8,948-79.3% | $11,403-83.8% |