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 | $175,555 | $115,882+51.5% | $100,516+74.7% | $158,922+10.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.23% | 34.79%-20.6pp | 30.89%-16.7pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,867 | $4,103-5.7% | $3,418+13.2% | $4,761-18.8% |
| Participant deferral / active EE | $5,848 | $6,674-12.4% | $6,270-6.7% | $5,982-2.2% |
| Admin fee / account holder | $3,105 | $10,995-71.8% | $8,081-61.6% | $11,246-72.4% |