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 | $168,756 | $92,222+83.0% | $76,768+119.8% | $135,375+24.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 11.32% | 5.46%+5.9pp | 2.43%+8.9pp | 519.73%-508.4pp |
| Employer contribution / active EE | $2,713 | $3,216-15.7% | $2,485+9.2% | $4,779-43.2% |
| Participant deferral / active EE | $5,957 | $4,509+32.1% | $3,852+54.7% | $5,609+6.2% |
| Admin fee / account holder | $1,568 | $10,748-85.4% | $6,675-76.5% | $10,827-85.5% |