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 | $117,978 | $148,978-20.8% | $200,582-41.2% | $84,808+39.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.05% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,934 | $4,815+64.8% | $6,419+23.6% | $2,631+201.6% |
| Participant deferral / active EE | $6,560 | $7,142-8.1% | $9,331-29.7% | $4,212+55.8% |
| Admin fee / account holder | $2,929 | $13,977-79.0% | $16,305-82.0% | $7,344-60.1% |