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 | $153,056 | $86,929+76.1% | $102,423+49.4% | $80,856+89.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.94% | 18.88%-2.9pp | 29.32%-13.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $3,233 | $2,369+36.4% | $3,023+6.9% | $2,755+17.3% |
| Participant deferral / active EE | $6,554 | $4,118+59.1% | $5,053+29.7% | $4,296+52.6% |
| Admin fee / account holder | $4,049 | $8,049-49.7% | $9,451-57.2% | $6,918-41.5% |