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 | $150,254 | $167,484-10.3% | $151,611-0.9% | $134,475+11.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.10% | 7.80%+0.3pp | 3.33%+4.8pp | 417.96%-409.9pp |
| Employer contribution / active EE | $6,131 | $6,829-10.2% | $6,166-0.6% | $4,740+29.4% |
| Participant deferral / active EE | $6,227 | $8,986-30.7% | $8,363-25.5% | $6,400-2.7% |
| Admin fee / account holder | $6,235 | $13,783-54.8% | $11,616-46.3% | $11,426-45.4% |