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 | $143,672 | $181,894-21.0% | $156,549-8.2% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.27% | 30.74%-20.5pp | 32.23%-22.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $3,380 | $6,248-45.9% | $5,501-38.6% | $4,869-30.6% |
| Participant deferral / active EE | $6,793 | $5,550+22.4% | $4,871+39.4% | $5,287+28.5% |
| Admin fee / account holder | $1,971 | $15,559-87.3% | $13,027-84.9% | $10,132-80.5% |