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 | $166,188 | $80,673+106.0% | $101,326+64.0% | $84,808+96.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 14.79% | 38.95%-24.2pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,028 | $2,698-24.8% | $3,665-44.7% | $2,631-22.9% |
| Participant deferral / active EE | $5,746 | $6,840-16.0% | $7,994-28.1% | $4,212+36.4% |
| Admin fee / account holder | $20,921 | $12,784+63.6% | $11,185+87.0% | $7,344+184.9% |