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 | $167,907 | $116,175+44.5% | $93,606+79.4% | $152,861+9.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 11.15% | 35.96%-24.8pp | 32.76%-21.6pp | 345.32%-334.2pp |
| Employer contribution / active EE | $3,831 | $3,218+19.0% | $2,718+40.9% | $4,762-19.6% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,653 | $10,748-75.3% | $7,888-66.4% | $11,596-77.1% |