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 | $154,471 | $181,894-15.1% | $156,549-1.3% | $273,961-43.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,538 | $6,248-75.4% | $5,501-72.0% | $4,869-68.4% |
| Participant deferral / active EE | $4,054 | $5,550-27.0% | $4,871-16.8% | $5,287-23.3% |
| Admin fee / account holder | $4,992 | $15,559-67.9% | $13,027-61.7% | $10,132-50.7% |