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 | $143,093 | $116,175+23.2% | $93,606+52.9% | $152,861-6.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.46% | 35.96%-17.5pp | 32.76%-14.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $4,688 | $3,218+45.7% | $2,718+72.5% | $4,762-1.6% |
| Participant deferral / active EE | $7,002 | $4,603+52.1% | $4,069+72.1% | $5,850+19.7% |
| Admin fee / account holder | $66,319 | $10,748+517.0% | $7,888+740.7% | $11,596+471.9% |