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 | $153,749 | $149,734+2.7% | $118,925+29.3% | $158,922-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.83% | 19.95%-8.1pp | 35.88%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,406 | $4,115-17.2% | $3,263+4.4% | $4,761-28.5% |
| Participant deferral / active EE | $6,487 | $5,223+24.2% | $4,265+52.1% | $5,982+8.4% |
| Admin fee / account holder | $4,202 | $8,603-51.2% | $6,581-36.1% | $11,246-62.6% |