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 | $143,517 | $99,341+44.5% | $84,750+69.3% | $273,961-47.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.88% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,886 | $4,214-55.2% | $3,574-47.2% | $4,869-61.3% |
| Participant deferral / active EE | $12,867 | $4,269+201.4% | $3,712+246.7% | $5,287+143.4% |
| Admin fee / account holder | $1,932 | $6,644-70.9% | $5,332-63.8% | $10,132-80.9% |