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 | $171,622 | $105,630+62.5% | $87,507+96.1% | $273,961-37.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.68% | 12.25%-5.6pp | 12.21%-5.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,108 | $3,141-1.0% | $2,550+21.9% | $4,869-36.2% |
| Participant deferral / active EE | $5,301 | $3,601+47.2% | $3,149+68.3% | $5,287+0.3% |
| Admin fee / account holder | $7,853 | $4,781+64.3% | $4,221+86.1% | $10,132-22.5% |