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 | $141,161 | $148,978-5.2% | $200,582-29.6% | $84,808+66.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.07% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,269 | $4,815-32.1% | $6,419-49.1% | $2,631+24.2% |
| Participant deferral / active EE | $5,006 | $7,142-29.9% | $9,331-46.4% | $4,212+18.9% |
| Admin fee / account holder | $18,069 | $13,977+29.3% | $16,305+10.8% | $7,344+146.0% |