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 | $140,054 | $148,978-6.0% | $200,582-30.2% | $84,808+65.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.87% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,087 | $4,815-56.7% | $6,419-67.5% | $2,631-20.7% |
| Participant deferral / active EE | $5,404 | $7,142-24.3% | $9,331-42.1% | $4,212+28.3% |
| Admin fee / account holder | $1,494 | $13,977-89.3% | $16,305-90.8% | $7,344-79.7% |