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 | $148,906 | $107,452+38.6% | $91,541+62.7% | $142,382+4.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.30% | 22.06%-7.8pp | 20.50%-6.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,105 | $2,994+3.7% | $2,505+24.0% | $4,299-27.8% |
| Participant deferral / active EE | $1,973 | $4,754-58.5% | $4,008-50.8% | $6,507-69.7% |
| Admin fee / account holder | $8,607 | $8,834-2.6% | $6,956+23.7% | $12,624-31.8% |