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 | $157,833 | $201,272-21.6% | $184,203-14.3% | $145,922+8.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.85% | 29.00%-14.2pp | 28.81%-14.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,804 | $7,022-60.1% | $6,427-56.4% | $4,660-39.8% |
| Participant deferral / active EE | $7,953 | $9,806-18.9% | $9,131-12.9% | $6,688+18.9% |
| Admin fee / account holder | $9,913 | $16,364-39.4% | $13,901-28.7% | $13,397-26.0% |