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 | $171,874 | $92,222+86.4% | $76,768+123.9% | $135,375+27.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.72% | 5.46%+1.3pp | 2.43%+4.3pp | 519.73%-513.0pp |
| Employer contribution / active EE | $2,461 | $3,216-23.5% | $2,485-1.0% | $4,779-48.5% |
| Participant deferral / active EE | $7,166 | $4,509+58.9% | $3,852+86.1% | $5,609+27.8% |
| Admin fee / account holder | $99,760 | $10,748+828.2% | $6,675+1394.5% | $10,827+821.4% |