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 | $148,393 | $124,281+19.4% | $109,143+36.0% | $167,490-11.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.10% | 26.04%-8.9pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $6,801 | $4,207+61.6% | $3,722+82.7% | $4,837+40.6% |
| Participant deferral / active EE | $5,587 | $5,255+6.3% | $4,653+20.1% | $6,341-11.9% |
| Admin fee / account holder | $27,989 | $7,970+251.2% | $6,752+314.5% | $12,309+127.4% |