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 | $157,506 | $104,974+50.0% | $95,585+64.8% | $142,382+10.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.56% | 210.33%-194.8pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,171 | $2,779-21.9% | $2,527-14.1% | $4,299-49.5% |
| Participant deferral / active EE | $7,610 | $4,352+74.9% | $4,023+89.2% | $6,507+17.0% |
| Admin fee / account holder | $5,891 | $6,386-7.7% | $6,127-3.9% | $12,624-53.3% |