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 | $168,001 | $76,367+120.0% | $93,606+79.5% | $72,985+130.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.55% | 25.82%-4.3pp | 32.76%-11.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,813 | $2,275-20.3% | $2,718-33.3% | $2,440-25.7% |
| Participant deferral / active EE | $4,971 | $3,538+40.5% | $4,069+22.2% | $3,607+37.8% |
| Admin fee / account holder | $1,815 | $6,838-73.5% | $7,888-77.0% | $5,124-64.6% |