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 | $144,602 | $152,460-5.2% | $118,746+21.8% | $147,584-2.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.38% | 17.41%+1.0pp | 24.54%-6.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,697 | $5,046-66.4% | $4,193-59.5% | $4,876-65.2% |
| Participant deferral / active EE | $7,407 | $6,212+19.2% | $5,332+38.9% | $5,439+36.2% |
| Admin fee / account holder | $6,356 | $16,953-62.5% | $10,720-40.7% | $10,885-41.6% |