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 | $181,238 | $106,584+70.0% | $101,326+78.9% | $142,382+27.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.76% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,267 | $3,956-42.7% | $3,665-38.1% | $4,299-47.3% |
| Participant deferral / active EE | $7,407 | $8,297-10.7% | $7,994-7.3% | $6,507+13.8% |
| Admin fee / account holder | $2,890 | $11,446-74.7% | $11,185-74.2% | $12,624-77.1% |