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 | $180,969 | $181,894-0.5% | $156,549+15.6% | $273,961-33.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.37% | 30.74%-23.4pp | 32.23%-24.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,822 | $6,248-22.8% | $5,501-12.3% | $4,869-1.0% |
| Participant deferral / active EE | $6,346 | $5,550+14.3% | $4,871+30.3% | $5,287+20.0% |
| Admin fee / account holder | $331 | $15,559-97.9% | $13,027-97.5% | $10,132-96.7% |