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 | $155,447 | $99,341+56.5% | $84,750+83.4% | $273,961-43.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.86% | 22.93%-0.1pp | 22.78%+0.1pp | 41.45%-18.6pp |
| Employer contribution / active EE | $4,099 | $4,214-2.7% | $3,574+14.7% | $4,869-15.8% |
| Participant deferral / active EE | $6,953 | $4,269+62.9% | $3,712+87.3% | $5,287+31.5% |
| Admin fee / account holder | $12,487 | $6,644+87.9% | $5,332+134.2% | $10,132+23.2% |