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 | $168,997 | $127,065+33.0% | $113,168+49.3% | $142,382+18.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.99% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,958 | $3,442+102.1% | $2,975+133.9% | $4,299+61.8% |
| Participant deferral / active EE | $3,558 | $5,716-37.8% | $5,107-30.3% | $6,507-45.3% |
| Admin fee / account holder | $5,011 | $15,736-68.2% | $12,068-58.5% | $12,624-60.3% |