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 | $222,364 | $99,341+123.8% | $84,750+162.4% | $273,961-18.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.10% | 22.93%-19.8pp | 22.78%-19.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $3,280 | $4,214-22.2% | $3,574-8.2% | $4,869-32.6% |
| Participant deferral / active EE | $5,879 | $4,269+37.7% | $3,712+58.4% | $5,287+11.2% |
| Admin fee / account holder | $827 | $6,644-87.5% | $5,332-84.5% | $10,132-91.8% |