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 | $166,544 | $85,022+95.9% | $70,515+136.2% | $139,434+19.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.71% | 30.38%-16.7pp | 32.77%-19.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,631 | $3,909-7.1% | $2,973+22.1% | $4,751-23.6% |
| Participant deferral / active EE | $7,823 | $5,890+32.8% | $4,567+71.3% | $6,710+16.6% |
| Admin fee / account holder | $3,092 | $8,906-65.3% | $6,412-51.8% | $11,403-72.9% |