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 | $155,178 | $106,584+45.6% | $101,326+53.1% | $142,382+9.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.33% | 36.93%-23.6pp | 36.82%-23.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,883 | $3,956-1.9% | $3,665+5.9% | $4,299-9.7% |
| Participant deferral / active EE | $10,797 | $8,297+30.1% | $7,994+35.1% | $6,507+65.9% |
| Admin fee / account holder | $3,737 | $11,446-67.4% | $11,185-66.6% | $12,624-70.4% |