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 | $157,646 | $110,257+43.0% | $96,544+63.3% | $139,434+13.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.65% | 26.32%-15.7pp | 25.84%-15.2pp | 372.94%-362.3pp |
| Employer contribution / active EE | $3,216 | $3,620-11.1% | $2,965+8.5% | $4,751-32.3% |
| Participant deferral / active EE | $6,809 | $5,548+22.7% | $4,851+40.4% | $6,710+1.5% |
| Admin fee / account holder | $6,208 | $11,591-46.4% | $8,252-24.8% | $11,403-45.6% |