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 | $207,862 | $817,678-74.6% | $392,568-47.1% | $152,861+36.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 21.93% | 22.84%-0.9pp | 24.42%-2.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,187 | $5,502-60.3% | $3,783-42.2% | $4,762-54.1% |
| Participant deferral / active EE | $9,548 | $8,398+13.7% | $5,985+59.5% | $5,850+63.2% |
| Admin fee / account holder | $1,480 | $12,095-87.8% | $6,260-76.4% | $11,596-87.2% |