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 | $174,237 | $148,978+17.0% | $200,582-13.1% | $84,808+105.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.81% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,550 | $4,815-26.3% | $6,419-44.7% | $2,631+34.9% |
| Participant deferral / active EE | $4,273 | $7,142-40.2% | $9,331-54.2% | $4,212+1.5% |
| Admin fee / account holder | $14,963 | $13,977+7.1% | $16,305-8.2% | $7,344+103.8% |