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 | $179,303 | $106,515+68.3% | $96,683+85.5% | $139,434+28.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.99% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,451 | $4,103-15.9% | $3,737-7.6% | $4,751-27.4% |
| Participant deferral / active EE | $2,435 | $5,454-55.4% | $4,878-50.1% | $6,710-63.7% |
| Admin fee / account holder | $2,215 | $7,877-71.9% | $6,730-67.1% | $11,403-80.6% |