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 | $185,799 | $148,978+24.7% | $200,582-7.4% | $84,808+119.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.34% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,018 | $4,815-37.3% | $6,419-53.0% | $2,631+14.7% |
| Participant deferral / active EE | $5,305 | $7,142-25.7% | $9,331-43.1% | $4,212+26.0% |
| Admin fee / account holder | $5,753 | $13,977-58.8% | $16,305-64.7% | $7,344-21.7% |