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 | $163,276 | $135,952+20.1% | $123,892+31.8% | $273,961-40.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.82% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,736 | $5,170-47.1% | $4,617-40.7% | $4,869-43.8% |
| Participant deferral / active EE | $5,771 | $6,343-9.0% | $5,984-3.6% | $5,287+9.2% |
| Admin fee / account holder | $7,162 | $9,817-27.0% | $8,357-14.3% | $10,132-29.3% |