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 | $153,296 | $214,378-28.5% | $200,582-23.6% | $142,382+7.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.31% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,034 | $6,841-55.6% | $6,419-52.7% | $4,299-29.4% |
| Participant deferral / active EE | $7,020 | $9,865-28.8% | $9,331-24.8% | $6,507+7.9% |
| Admin fee / account holder | $26,177 | $17,692+48.0% | $16,305+60.5% | $12,624+107.4% |