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 | $169,182 | $95,803+76.6% | $113,168+49.5% | $84,808+99.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.44% | 25.00%-11.6pp | 24.27%-10.8pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,087 | $2,360-53.9% | $2,975-63.5% | $2,631-58.7% |
| Participant deferral / active EE | $6,043 | $4,242+42.5% | $5,107+18.3% | $4,212+43.5% |
| Admin fee / account holder | $18,837 | $8,989+109.6% | $12,068+56.1% | $7,344+156.5% |