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 | $170,829 | $103,949+64.3% | $69,182+146.9% | $273,961-37.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 14.35% | 35.28%-20.9pp | -21.93%+36.3pp | 41.45%-27.1pp |
| Employer contribution / active EE | $15,714 | $1,783+781.3% | $1,206+1202.7% | $4,869+222.8% |
| Participant deferral / active EE | $9,892 | $2,716+264.2% | $1,897+421.5% | $5,287+87.1% |
| Admin fee / account holder | $1,783 | $3,671-51.4% | $2,697-33.9% | $10,132-82.4% |