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 | $158,443 | $109,881+44.2% | $150,045+5.6% | $84,808+86.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.37% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,290 | $3,561-35.7% | $4,693-51.2% | $2,631-13.0% |
| Participant deferral / active EE | $7,102 | $6,636+7.0% | $7,997-11.2% | $4,212+68.6% |
| Admin fee / account holder | $7,211 | $8,568-15.8% | $13,435-46.3% | $7,344-1.8% |