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 | $239,781 | $99,341+141.4% | $84,750+182.9% | $273,961-12.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.69% | 22.93%-12.2pp | 22.78%-12.1pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,696 | $4,214-36.0% | $3,574-24.6% | $4,869-44.6% |
| Participant deferral / active EE | $4,589 | $4,269+7.5% | $3,712+23.6% | $5,287-13.2% |
| Admin fee / account holder | $7,220 | $6,644+8.7% | $5,332+35.4% | $10,132-28.7% |