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 | $140,619 | $113,339+24.1% | $94,993+48.0% | $147,584-4.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 20.03% | 20.77%-0.7pp | 27.12%-7.1pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,798 | $3,160-11.5% | $2,603+7.5% | $4,876-42.6% |
| Participant deferral / active EE | $4,190 | $3,777+10.9% | $3,317+26.3% | $5,439-23.0% |
| Admin fee / account holder | $1,205 | $6,063-80.1% | $4,960-75.7% | $10,885-88.9% |