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 | $144,371 | $109,881+31.4% | $150,045-3.8% | $84,808+70.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.46% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,728 | $3,561+4.7% | $4,693-20.6% | $2,631+41.7% |
| Participant deferral / active EE | $6,044 | $6,636-8.9% | $7,997-24.4% | $4,212+43.5% |
| Admin fee / account holder | $1,644 | $8,568-80.8% | $13,435-87.8% | $7,344-77.6% |