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 | $146,389 | $215,361-32.0% | $171,082-14.4% | $273,961-46.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.58% | 25.14%-19.6pp | 32.56%-27.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,937 | $4,967-40.9% | $4,002-26.6% | $4,869-39.7% |
| Participant deferral / active EE | $24,960 | $5,543+350.3% | $4,797+420.3% | $5,287+372.1% |
| Admin fee / account holder | $889 | $10,846-91.8% | $8,520-89.6% | $10,132-91.2% |