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 | $187,258 | $117,983+58.7% | $101,794+84.0% | $142,382+31.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.12% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,692 | $2,773-2.9% | $2,289+17.6% | $4,299-37.4% |
| Participant deferral / active EE | $2,981 | $4,714-36.7% | $4,084-27.0% | $6,507-54.2% |
| Admin fee / account holder | $4,182 | $10,433-59.9% | $8,777-52.4% | $12,624-66.9% |