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 | $137,378 | $148,978-7.8% | $200,582-31.5% | $84,808+62.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.74% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,247 | $4,815-53.3% | $6,419-65.0% | $2,631-14.6% |
| Participant deferral / active EE | $5,219 | $7,142-26.9% | $9,331-44.1% | $4,212+23.9% |
| Admin fee / account holder | $12,585 | $13,977-10.0% | $16,305-22.8% | $7,344+71.4% |