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 | $145,002 | $116,175+24.8% | $93,606+54.9% | $152,861-5.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.44% | 35.96%-16.5pp | 32.76%-13.3pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,875 | $3,218-10.7% | $2,718+5.8% | $4,762-39.6% |
| Participant deferral / active EE | $3,778 | $4,603-17.9% | $4,069-7.2% | $5,850-35.4% |
| Admin fee / account holder | $44,179 | $10,748+311.1% | $7,888+460.1% | $11,596+281.0% |