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 | $151,704 | $181,894-16.6% | $156,549-3.1% | $273,961-44.6% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 10.69% | 30.74%-20.1pp | 32.23%-21.5pp | 41.45%-30.8pp |
| Employer contribution / active EE | $10,696 | $6,248+71.2% | $5,501+94.4% | $4,869+119.7% |
| Participant deferral / active EE | $6,625 | $5,550+19.4% | $4,871+36.0% | $5,287+25.3% |
| Admin fee / account holder | $5,881 | $15,559-62.2% | $13,027-54.9% | $10,132-42.0% |