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 | $186,425 | $67,411+176.6% | $91,001+104.9% | $70,131+165.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.06% | -40.16%+55.2pp | 4.60%+10.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,599 | $1,786+45.5% | $2,456+5.8% | $2,342+10.9% |
| Participant deferral / active EE | $4,981 | $2,823+76.5% | $3,547+40.4% | $3,332+49.5% |
| Admin fee / account holder | $2,890 | $4,236-31.8% | $5,417-46.6% | $4,645-37.8% |