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 5-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 | $148,899 | $238,490-37.6% | $180,183-17.4% | $142,382+4.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.08% | 33.56%-22.5pp | 27.86%-16.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,480 | $6,143-59.6% | $5,039-50.8% | $4,299-42.3% |
| Participant deferral / active EE | $11,194 | $7,996+40.0% | $6,822+64.1% | $6,507+72.0% |
| Admin fee / account holder | $675 | $28,866-97.7% | $19,975-96.6% | $12,624-94.7% |