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 | $151,107 | $117,381+28.7% | $99,443+52.0% | $152,861-1.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.19% | 31.87%-10.7pp | 30.72%-9.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,142 | $3,013+103.9% | $2,540+141.8% | $4,762+29.0% |
| Participant deferral / active EE | $6,043 | $4,086+47.9% | $3,619+67.0% | $5,850+3.3% |
| Admin fee / account holder | $4,474 | $7,631-41.4% | $6,250-28.4% | $11,596-61.4% |