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 | $160,666 | $104,664+53.5% | $85,682+87.5% | $167,490-4.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 24.18% | 21.45%+2.7pp | 21.49%+2.7pp | 478.56%-454.4pp |
| Employer contribution / active EE | $2,226 | $3,337-33.3% | $2,618-15.0% | $4,837-54.0% |
| Participant deferral / active EE | $7,429 | $4,824+54.0% | $3,923+89.4% | $6,341+17.1% |
| Admin fee / account holder | $1,563 | $10,032-84.4% | $6,873-77.3% | $12,309-87.3% |