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 | $165,581 | $99,341+66.7% | $84,750+95.4% | $273,961-39.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.39% | 22.93%-17.5pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $3,259 | $4,214-22.6% | $3,574-8.8% | $4,869-33.1% |
| Participant deferral / active EE | $10,863 | $4,269+154.4% | $3,712+192.7% | $5,287+105.5% |
| Admin fee / account holder | $49,338 | $6,644+642.6% | $5,332+825.3% | $10,132+387.0% |