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 | $141,352 | $148,978-5.1% | $200,582-29.5% | $84,808+66.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.76% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,429 | $4,815-28.8% | $6,419-46.6% | $2,631+30.3% |
| Participant deferral / active EE | $8,481 | $7,142+18.8% | $9,331-9.1% | $4,212+101.4% |
| Admin fee / account holder | $11,358 | $13,977-18.7% | $16,305-30.3% | $7,344+54.7% |