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 | $171,911 | $95,266+80.5% | $82,389+108.7% | $142,382+20.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.02% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,847 | $2,991-4.8% | $2,517+13.1% | $4,299-33.8% |
| Participant deferral / active EE | $7,761 | $4,809+61.4% | $4,155+86.8% | $6,507+19.3% |
| Admin fee / account holder | $4,832 | $8,563-43.6% | $7,231-33.2% | $12,624-61.7% |