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 | $152,910 | $89,355+71.1% | $141,162+8.3% | $72,985+109.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.83% | 111.85%-82.0pp | 71.39%-41.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,965 | $3,114-36.9% | $4,735-58.5% | $2,440-19.5% |
| Participant deferral / active EE | $5,594 | $5,418+3.2% | $6,709-16.6% | $3,607+55.1% |
| Admin fee / account holder | $1,235 | $5,958-79.3% | $10,261-88.0% | $5,124-75.9% |