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 | $183,508 | $107,452+70.8% | $91,541+100.5% | $142,382+28.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.36% | 22.06%-7.7pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $413 | $2,994-86.2% | $2,505-83.5% | $4,299-90.4% |
| Participant deferral / active EE | $11,713 | $4,754+146.4% | $4,008+192.3% | $6,507+80.0% |
| Admin fee / account holder | $9,947 | $8,834+12.6% | $6,956+43.0% | $12,624-21.2% |