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 | $158,419 | $138,347+14.5% | $184,203-14.0% | $80,856+95.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.28% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $7,405 | $4,850+52.7% | $6,427+15.2% | $2,755+168.8% |
| Participant deferral / active EE | $7,522 | $7,071+6.4% | $9,131-17.6% | $4,296+75.1% |
| Admin fee / account holder | $12,185 | $10,483+16.2% | $13,901-12.3% | $6,918+76.1% |