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 | $156,458 | $78,926+98.2% | $136,749+14.4% | $84,808+84.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.63% | 18.17%-4.5pp | 24.33%-10.7pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,385 | $2,134+11.8% | $3,400-29.8% | $2,631-9.4% |
| Participant deferral / active EE | $4,297 | $3,168+35.6% | $4,692-8.4% | $4,212+2.0% |
| Admin fee / account holder | $20,786 | $6,369+226.4% | $11,386+82.6% | $7,344+183.0% |