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 | $185,419 | $123,793+49.8% | $177,821+4.3% | $79,858+132.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,771 | $4,095-32.3% | $5,918-53.2% | $2,471+12.1% |
| Participant deferral / active EE | $3,665 | $5,956-38.5% | $7,714-52.5% | $3,740-2.0% |
| Admin fee / account holder | $7,506 | $7,243+3.6% | $12,427-39.6% | $5,306+41.5% |