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 | $143,054 | $110,257+29.7% | $96,544+48.2% | $139,434+2.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.80% | 26.32%-2.5pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,633 | $3,620-54.9% | $2,965-44.9% | $4,751-65.6% |
| Participant deferral / active EE | $3,779 | $5,548-31.9% | $4,851-22.1% | $6,710-43.7% |
| Admin fee / account holder | $2,018 | $11,591-82.6% | $8,252-75.5% | $11,403-82.3% |