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 | $156,006 | $76,552+103.8% | $123,892+25.9% | $62,891+148.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.81% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,504 | $2,883-47.8% | $4,617-67.4% | $2,281-34.1% |
| Participant deferral / active EE | $7,206 | $4,840+48.9% | $5,984+20.4% | $3,203+125.0% |
| Admin fee / account holder | $4,556 | $4,826-5.6% | $8,357-45.5% | $4,296+6.1% |