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 | $183,256 | $127,065+44.2% | $113,168+61.9% | $142,382+28.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.56% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,689 | $3,442-21.9% | $2,975-9.6% | $4,299-37.5% |
| Participant deferral / active EE | $4,405 | $5,716-22.9% | $5,107-13.7% | $6,507-32.3% |
| Admin fee / account holder | $6,558 | $15,736-58.3% | $12,068-45.7% | $12,624-48.0% |