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 | $172,699 | $85,022+103.1% | $70,515+144.9% | $139,434+23.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.26% | 30.38%-10.1pp | 32.77%-12.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,795 | $3,909-54.1% | $2,973-39.6% | $4,751-62.2% |
| Participant deferral / active EE | $2,884 | $5,890-51.0% | $4,567-36.8% | $6,710-57.0% |
| Admin fee / account holder | $5,970 | $8,906-33.0% | $6,412-6.9% | $11,403-47.6% |