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 | $154,863 | $117,841+31.4% | $102,423+51.2% | $145,922+6.1% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 12.18% | 31.65%-19.5pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,464 | $3,615+134.2% | $3,023+180.0% | $4,660+81.7% |
| Participant deferral / active EE | $6,454 | $5,731+12.6% | $5,053+27.7% | $6,688-3.5% |
| Admin fee / account holder | $59,333 | $13,326+345.2% | $9,451+527.8% | $13,397+342.9% |