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 | $180,058 | $117,983+52.6% | $101,794+76.9% | $142,382+26.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.77% | 36.92%-26.1pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,678 | $2,773-3.4% | $2,289+17.0% | $4,299-37.7% |
| Participant deferral / active EE | $7,175 | $4,714+52.2% | $4,084+75.7% | $6,507+10.3% |
| Admin fee / account holder | $98,825 | $10,433+847.2% | $8,777+1025.9% | $12,624+682.9% |