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 | $189,006 | $106,584+77.3% | $101,326+86.5% | $142,382+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.61% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $841 | $3,956-78.7% | $3,665-77.0% | $4,299-80.4% |
| Participant deferral / active EE | $3,600 | $8,297-56.6% | $7,994-55.0% | $6,507-44.7% |
| Admin fee / account holder | $16,756 | $11,446+46.4% | $11,185+49.8% | $12,624+32.7% |