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 | $160,116 | $125,758+27.3% | $169,993-5.8% | $75,163+113.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 15.25% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $4,711 | $4,615+2.1% | $6,785-30.6% | $2,670+76.5% |
| Participant deferral / active EE | $9,325 | $6,837+36.4% | $10,408-10.4% | $4,125+126.1% |
| Admin fee / account holder | $2,270 | $8,173-72.2% | $12,815-82.3% | $5,651-59.8% |