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 | $162,578 | $99,341+63.7% | $84,750+91.8% | $273,961-40.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.91% | 22.93%-8.0pp | 22.78%-7.9pp | 41.45%-26.5pp |
| Employer contribution / active EE | $2,330 | $4,214-44.7% | $3,574-34.8% | $4,869-52.1% |
| Participant deferral / active EE | $4,911 | $4,269+15.0% | $3,712+32.3% | $5,287-7.1% |
| Admin fee / account holder | $2,820 | $6,644-57.6% | $5,332-47.1% | $10,132-72.2% |