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 | $202,402 | $99,341+103.7% | $84,750+138.8% | $273,961-26.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,454 | $4,214-65.5% | $3,574-59.3% | $4,869-70.1% |
| Participant deferral / active EE | $10,111 | $4,269+136.8% | $3,712+172.4% | $5,287+91.2% |
| Admin fee / account holder | $2,131 | $6,644-67.9% | $5,332-60.0% | $10,132-79.0% |