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 | $150,528 | $181,894-17.2% | $156,549-3.8% | $273,961-45.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.38% | 30.74%-25.4pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $10,694 | $6,248+71.2% | $5,501+94.4% | $4,869+119.7% |
| Participant deferral / active EE | $10,782 | $5,550+94.3% | $4,871+121.3% | $5,287+103.9% |
| Admin fee / account holder | $1,153 | $15,559-92.6% | $13,027-91.2% | $10,132-88.6% |