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 7-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 | $148,002 | $123,793+19.6% | $177,821-16.8% | $79,858+85.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.29% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $5,124 | $4,095+25.1% | $5,918-13.4% | $2,471+107.4% |
| Participant deferral / active EE | $6,593 | $5,956+10.7% | $7,714-14.5% | $3,740+76.3% |
| Admin fee / account holder | $2,894 | $7,243-60.0% | $12,427-76.7% | $5,306-45.5% |