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 | $194,256 | $127,065+52.9% | $113,168+71.7% | $142,382+36.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.47% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,586 | $3,442-53.9% | $2,975-46.7% | $4,299-63.1% |
| Participant deferral / active EE | $4,609 | $5,716-19.4% | $5,107-9.8% | $6,507-29.2% |
| Admin fee / account holder | $1,530 | $15,736-90.3% | $12,068-87.3% | $12,624-87.9% |