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 | $177,576 | $72,012+146.6% | $185,823-4.4% | $79,858+122.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.83% | 23.12%-9.3pp | 35.95%-22.1pp | 31.71%-17.9pp |
| Employer contribution / active EE | $3,613 | $1,965+83.9% | $4,087-11.6% | $2,471+46.2% |
| Participant deferral / active EE | $12,535 | $3,779+231.7% | $5,632+122.6% | $3,740+235.1% |
| Admin fee / account holder | $3,231 | $4,513-28.4% | $9,500-66.0% | $5,306-39.1% |