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 | $164,574 | $201,272-18.2% | $184,203-10.7% | $145,922+12.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.58% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $19,569 | $7,022+178.7% | $6,427+204.5% | $4,660+320.0% |
| Participant deferral / active EE | $12,880 | $9,806+31.4% | $9,131+41.1% | $6,688+92.6% |
| Admin fee / account holder | $25,767 | $16,364+57.5% | $13,901+85.4% | $13,397+92.3% |