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 | $181,020 | $113,339+59.7% | $94,993+90.6% | $147,584+22.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.88% | 20.77%-6.9pp | 27.12%-13.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,101 | $3,160-33.5% | $2,603-19.3% | $4,876-56.9% |
| Participant deferral / active EE | $3,544 | $3,777-6.2% | $3,317+6.8% | $5,439-34.8% |
| Admin fee / account holder | $2,316 | $6,063-61.8% | $4,960-53.3% | $10,885-78.7% |