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 | $155,607 | $109,881+41.6% | $150,045+3.7% | $84,808+83.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.80% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,205 | $3,561+46.2% | $4,693+10.9% | $2,631+97.8% |
| Participant deferral / active EE | $8,941 | $6,636+34.7% | $7,997+11.8% | $4,212+112.3% |
| Admin fee / account holder | $5,553 | $8,568-35.2% | $13,435-58.7% | $7,344-24.4% |