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 | $146,925 | $362,131-59.4% | $285,549-48.5% | $357,791-58.9% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 14.21% | 5.08%+9.1pp | 7.15%+7.1pp | 396.79%-382.6pp |
| Employer contribution / active EE | $5,220 | $5,952-12.3% | $5,022+3.9% | $7,508-30.5% |
| Participant deferral / active EE | $5,217 | $5,478-4.8% | $4,549+14.7% | $5,521-5.5% |
| Admin fee / account holder | $1,939 | $16,774-88.4% | $13,934-86.1% | $28,387-93.2% |