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 | $169,320 | $111,754+51.5% | $103,333+63.9% | $145,922+16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,178 | $4,212-24.6% | $3,868-17.8% | $4,660-31.8% |
| Participant deferral / active EE | $3,722 | $5,619-33.8% | $5,057-26.4% | $6,688-44.3% |
| Admin fee / account holder | $3,102 | $9,750-68.2% | $8,355-62.9% | $13,397-76.8% |