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 | $233,392 | $167,484+39.4% | $151,611+53.9% | $134,475+73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.62% | 7.80%-7.2pp | 3.33%-2.7pp | 417.96%-417.3pp |
| Employer contribution / active EE | $4,380 | $6,829-35.9% | $6,166-29.0% | $4,740-7.6% |
| Participant deferral / active EE | $8,700 | $8,986-3.2% | $8,363+4.0% | $6,400+35.9% |
| Admin fee / account holder | $39,077 | $13,783+183.5% | $11,616+236.4% | $11,426+242.0% |