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 | $143,206 | $80,968+76.9% | $96,544+48.3% | $75,163+90.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.32% | 27.06%-7.7pp | 25.84%-6.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,417 | $2,282+5.9% | $2,965-18.5% | $2,670-9.5% |
| Participant deferral / active EE | $5,479 | $3,928+39.5% | $4,851+13.0% | $4,125+32.8% |
| Admin fee / account holder | $3,509 | $6,724-47.8% | $8,252-57.5% | $5,651-37.9% |