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 | $156,627 | $127,065+23.3% | $113,168+38.4% | $142,382+10.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.00% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,703 | $3,442+36.6% | $2,975+58.1% | $4,299+9.4% |
| Participant deferral / active EE | $6,392 | $5,716+11.8% | $5,107+25.2% | $6,507-1.8% |
| Admin fee / account holder | $9,335 | $15,736-40.7% | $12,068-22.6% | $12,624-26.1% |