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 3-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 | $162,529 | $127,065+27.9% | $113,168+43.6% | $142,382+14.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.18% | 24.03%-12.8pp | 24.27%-13.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,705 | $3,442-21.4% | $2,975-9.1% | $4,299-37.1% |
| Participant deferral / active EE | $5,847 | $5,716+2.3% | $5,107+14.5% | $6,507-10.1% |
| Admin fee / account holder | $61,332 | $15,736+289.8% | $12,068+408.2% | $12,624+385.8% |