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 | $151,370 | $109,413+38.3% | $156,263-3.1% | $84,808+78.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.22% | 20.18%-5.0pp | 59.47%-44.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,379 | $2,907+85.0% | $4,333+24.1% | $2,631+104.4% |
| Participant deferral / active EE | $7,767 | $4,590+69.2% | $6,158+26.1% | $4,212+84.4% |
| Admin fee / account holder | $5,477 | $9,357-41.5% | $14,255-61.6% | $7,344-25.4% |