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 | $165,379 | $114,381+44.6% | $107,525+53.8% | $142,382+16.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.21% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,980 | $4,015-25.8% | $3,754-20.6% | $4,299-30.7% |
| Participant deferral / active EE | $4,935 | $5,564-11.3% | $5,116-3.5% | $6,507-24.2% |
| Admin fee / account holder | $932 | $9,860-90.5% | $8,919-89.6% | $12,624-92.6% |