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 | $136,632 | $90,503+51.0% | $78,689+73.6% | $273,961-50.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.58% | 75.60%-71.0pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,204 | $3,176+95.3% | $2,851+117.6% | $4,869+27.4% |
| Participant deferral / active EE | $4,076 | $3,901+4.5% | $3,517+15.9% | $5,287-22.9% |
| Admin fee / account holder | $2,500 | $5,263-52.5% | $4,510-44.6% | $10,132-75.3% |