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 | $183,767 | $117,841+55.9% | $102,423+79.4% | $145,922+25.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.77% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,305 | $3,615+74.4% | $3,023+108.5% | $4,660+35.3% |
| Participant deferral / active EE | $9,637 | $5,731+68.2% | $5,053+90.7% | $6,688+44.1% |
| Admin fee / account holder | $2,748 | $13,326-79.4% | $9,451-70.9% | $13,397-79.5% |