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 | $180,677 | $163,687+10.4% | $108,745+66.1% | $273,961-34.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 3.57% | 31.16%-27.6pp | 46.22%-42.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $3,845 | $4,711-18.4% | $3,323+15.7% | $4,869-21.0% |
| Participant deferral / active EE | $10,136 | $7,155+41.7% | $5,121+97.9% | $5,287+91.7% |
| Admin fee / account holder | $68,730 | $12,890+433.2% | $6,144+1018.7% | $10,132+578.3% |