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 | $148,364 | $109,413+35.6% | $156,263-5.1% | $84,808+74.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.43% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,871 | $2,907-1.3% | $4,333-33.8% | $2,631+9.1% |
| Participant deferral / active EE | $5,412 | $4,590+17.9% | $6,158-12.1% | $4,212+28.5% |
| Admin fee / account holder | $1,064 | $9,357-88.6% | $14,255-92.5% | $7,344-85.5% |