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 | $164,238 | $140,588+16.8% | $123,104+33.4% | $125,391+31.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.50% | 16.80%-14.3pp | 13.22%-10.7pp | 282.22%-279.7pp |
| Employer contribution / active EE | $10,536 | $6,041+74.4% | $5,151+104.5% | $4,866+116.5% |
| Participant deferral / active EE | $7,630 | $6,980+9.3% | $6,230+22.5% | $5,352+42.6% |
| Admin fee / account holder | $1,811 | $11,198-83.8% | $9,015-79.9% | $9,540-81.0% |