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 | $135,606 | $87,540+54.9% | $75,781+78.9% | $125,391+8.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.53% | 13.48%-12.0pp | 9.68%-8.2pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,955 | $3,930-50.2% | $3,323-41.2% | $4,866-59.8% |
| Participant deferral / active EE | $3,455 | $4,229-18.3% | $3,651-5.4% | $5,352-35.4% |
| Admin fee / account holder | $5,609 | $6,502-13.7% | $5,299+5.8% | $9,540-41.2% |