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 | $159,427 | $148,978+7.0% | $200,582-20.5% | $84,808+88.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.23% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,205 | $4,815-54.2% | $6,419-65.6% | $2,631-16.2% |
| Participant deferral / active EE | $5,058 | $7,142-29.2% | $9,331-45.8% | $4,212+20.1% |
| Admin fee / account holder | $5,165 | $13,977-63.1% | $16,305-68.3% | $7,344-29.7% |