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 | $163,122 | $148,978+9.5% | $200,582-18.7% | $84,808+92.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.50% | 28.16%-13.7pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,962 | $4,815-59.3% | $6,419-69.4% | $2,631-25.4% |
| Participant deferral / active EE | $5,347 | $7,142-25.1% | $9,331-42.7% | $4,212+27.0% |
| Admin fee / account holder | $20,413 | $13,977+46.0% | $16,305+25.2% | $7,344+178.0% |