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 | $146,635 | $124,881+17.4% | $209,409-30.0% | $116,875+25.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 19.71% | 14.56%+5.2pp | 159.49%-139.8pp | 16.29%+3.4pp |
| Employer contribution / active EE | $5,315 | $2,588+105.4% | $5,035+5.6% | $3,288+61.7% |
| Participant deferral / active EE | $3,230 | $3,793-14.8% | $4,230-23.6% | $3,885-16.9% |
| Admin fee / account holder | $8,282 | $12,933-36.0% | $16,474-49.7% | $12,263-32.5% |