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 | $171,086 | $210,408-18.7% | $153,485+11.5% | $145,922+17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.09% | 13.37%-2.3pp | 15.65%-4.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,413 | $6,048-76.6% | $5,039-72.0% | $4,660-69.7% |
| Participant deferral / active EE | $3,518 | $7,975-55.9% | $6,757-47.9% | $6,688-47.4% |
| Admin fee / account holder | $45,020 | $19,419+131.8% | $12,724+253.8% | $13,397+236.0% |