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 | $156,018 | $138,347+12.8% | $184,203-15.3% | $80,856+93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 37.76% | 20.02%+17.7pp | 28.81%+8.9pp | 35.59%+2.2pp |
| Employer contribution / active EE | $5,698 | $4,850+17.5% | $6,427-11.3% | $2,755+106.8% |
| Participant deferral / active EE | $18,069 | $7,071+155.5% | $9,131+97.9% | $4,296+320.6% |
| Admin fee / account holder | $5,987 | $10,483-42.9% | $13,901-56.9% | $6,918-13.5% |