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 | $151,345 | $81,248+86.3% | $155,509-2.7% | $80,856+87.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.25% | 33.31%-19.1pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,657 | $3,100+50.2% | $4,672-0.3% | $2,755+69.1% |
| Participant deferral / active EE | $5,232 | $3,452+51.6% | $5,626-7.0% | $4,296+21.8% |
| Admin fee / account holder | $2,676 | $7,997-66.5% | $15,912-83.2% | $6,918-61.3% |