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 | $182,989 | $148,978+22.8% | $200,582-8.8% | $84,808+115.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.99% | 28.16%-12.2pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,703 | $4,815-2.3% | $6,419-26.7% | $2,631+78.8% |
| Participant deferral / active EE | $8,420 | $7,142+17.9% | $9,331-9.8% | $4,212+99.9% |
| Admin fee / account holder | $4,786 | $13,977-65.8% | $16,305-70.6% | $7,344-34.8% |