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 | $188,866 | $105,630+78.8% | $87,507+115.8% | $273,961-31.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.37% | 12.25%-8.9pp | 12.21%-8.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,921 | $3,141-7.0% | $2,550+14.6% | $4,869-40.0% |
| Participant deferral / active EE | $8,423 | $3,601+133.9% | $3,149+167.5% | $5,287+59.3% |
| Admin fee / account holder | $3,386 | $4,781-29.2% | $4,221-19.8% | $10,132-66.6% |