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 | $156,119 | $109,359+42.8% | $162,163-3.7% | $72,985+113.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.62% | 25.46%-6.8pp | 115.59%-97.0pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,863 | $3,907-26.7% | $5,614-49.0% | $2,440+17.3% |
| Participant deferral / active EE | $6,921 | $5,481+26.3% | $7,298-5.2% | $3,607+91.9% |
| Admin fee / account holder | $1,477 | $7,972-81.5% | $10,843-86.4% | $5,124-71.2% |