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 | $150,870 | $96,557+56.3% | $80,975+86.3% | $273,961-44.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.18% | 15.14%-3.0pp | 17.10%-4.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $14,337 | $4,868+194.5% | $3,714+286.0% | $4,869+194.5% |
| Participant deferral / active EE | $14,387 | $6,598+118.1% | $5,696+152.6% | $5,287+172.1% |
| Admin fee / account holder | $2,484 | $7,492-66.8% | $5,516-55.0% | $10,132-75.5% |