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 | $142,290 | $181,894-21.8% | $156,549-9.1% | $273,961-48.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.06% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $10,173 | $6,248+62.8% | $5,501+84.9% | $4,869+109.0% |
| Participant deferral / active EE | $6,952 | $5,550+25.3% | $4,871+42.7% | $5,287+31.5% |
| Admin fee / account holder | $7,591 | $15,559-51.2% | $13,027-41.7% | $10,132-25.1% |