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 | $160,616 | $201,272-20.2% | $184,203-12.8% | $145,922+10.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.23% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $4,793 | $7,022-31.7% | $6,427-25.4% | $4,660+2.9% |
| Participant deferral / active EE | $4,793 | $9,806-51.1% | $9,131-47.5% | $6,688-28.3% |
| Admin fee / account holder | $1,270 | $16,364-92.2% | $13,901-90.9% | $13,397-90.5% |