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 | $168,155 | $123,793+35.8% | $177,821-5.4% | $79,858+110.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 21.26% | 22.82%-1.6pp | 48.32%-27.1pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,906 | $4,095-4.6% | $5,918-34.0% | $2,471+58.1% |
| Participant deferral / active EE | $8,837 | $5,956+48.4% | $7,714+14.6% | $3,740+136.3% |
| Admin fee / account holder | $2,751 | $7,243-62.0% | $12,427-77.9% | $5,306-48.1% |