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 | $166,139 | $210,408-21.0% | $153,485+8.2% | $145,922+13.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.96% | 13.37%+4.6pp | 15.65%+2.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,889 | $6,048-52.2% | $5,039-42.7% | $4,660-38.0% |
| Participant deferral / active EE | $4,933 | $7,975-38.1% | $6,757-27.0% | $6,688-26.2% |
| Admin fee / account holder | $15,352 | $19,419-20.9% | $12,724+20.6% | $13,397+14.6% |