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 | $146,509 | $101,724+44.0% | $164,813-11.1% | $80,856+81.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.47% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,660 | $2,953-9.9% | $4,341-38.7% | $2,755-3.4% |
| Participant deferral / active EE | $6,356 | $4,477+42.0% | $6,031+5.4% | $4,296+47.9% |
| Admin fee / account holder | $8,121 | $8,227-1.3% | $12,690-36.0% | $6,918+17.4% |